CARLOS ARMANDO ORTEGA SUAREZ
Financial Adviser · Mount Waverley, VIC
📚 Qualifications & Training
2018 - Master of Accounting - Masters Degree (AQF 9) - Kaplan Business School
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2025 - Accredited Listed Product Adviser - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.