CARLOS MEDRANO
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2013 - Bachelor of Business & Commerce - Bachelor Degree (AQF 7) - Monash University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2020 - Self Managed Superannuation Funds - Other - Kaplan Professional
2022 - FPC002B- Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.