Carlos Ortega

Carlos Ortega

SSA
Company
Odyssey Financial
Title
Financial Adviser
Profession
Financial Planner
Address
Level 1, Suite 102, 541 Blackburn Road, Mount Waverley VIC 3149, Australia
Phone
03 9509 1316
Qualifications
Graduate Diploma in Financial Planning (Graduate Diploma) - Kaplan Professional, 2022
Master of Accounting (Masters) - Kaplan Business School, 2018
SSA (Designation) - SMSF Association, 2023
Advisor

Summary

Carlos is a Provisional Financial Advisor passionate about assisting clients in creating wealth and achieving their financial & lifestyle goals. He comes from a background in Finance and has qualifications to provide advice on Superannuation, SMSFs, Investments, Personal Insurance & Wealth Protection and Estate Planning. Carlos is currently completing his Master’s in Financial Planning.

Get in touch with Carlos Ortega