Financial Adviser · MELBOURNE, VIC

Carlos Andres Martinez

MELBOURNE, VIC

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001313265

Licensee

Industry Fund Services Limited

Melbourne, VIC (licence address on ASIC register)

View licensee

About Carlos Andres Martinez

Carlos Andres Martinez is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry since 2025. Carlos works at Industry Fund Services, which is licensed through Industry Fund Services Limited. Carlos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carlos's 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: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

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

Industry Fund Services Limited

Oct 2026 - Present Current

IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Charter Financial Planning Limited

Jan 2025 - Sep 2026 Ceased

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