Financial Adviser · MELBOURNE, VIC

Carlos Andres Martinez

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001313265

Carlos Andres Martinez is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry. Carlos is currently authorised under Charter Financial Planning Limited. Carlos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce
Deakin University
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Jan 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register