Financial Adviser
· MELBOURNE, VIC
Carolina Orejuela Ortiz
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270119
Carolina Orejuela Ortiz is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Carolina is currently authorised under Australia Pacific Funds Management Pty Limited. Carolina 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Services (Financial Planning)
Mentor Education
2025
Financial Adviser Exam
ASIC
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Work & training Professional Year
Lifespan