Carlos Velasquez
GradDip FP, MBus(AppFin) - Financial Adviser Representative - ARN: 1271117
Fiducian Financial Services Brisbane
Queensland
- carlos.v@fiducianfs.com.au
- Phone
- 07 3523 6412
- Address
-
Level 4 South Tower, 339 Coronation Drive, Milton QLD 4064
About Carlos Velasquez
Carlos Velasquez is a financial adviser specialising in wealth management and personal insurance, with experience across adviser and client service roles in the financial services industry. He supports individuals and families through tailored strategies covering investments, superannuation, estate planning and risk.
Carlos brings a well-rounded understanding of the full advice lifecycle—from strategy development to implementation and ongoing client engagement. He is focused on delivering clear, practical advice and long-term outcomes. Carlos holds a Master of Business (Applied Finance) and a Graduate Diploma of Financial Planning.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
About Carlos Velasquez
Carlos Velasquez is a financial adviser specialising in wealth management and personal insurance, with experience across adviser and client service roles in the financial services industry. He supports individuals and families through tailored strategies covering investments, superannuation, estate planning and risk.
Carlos brings a well-rounded understanding of the full advice lifecycle—from strategy development to implementation and ongoing client engagement. He is focused on delivering clear, practical advice and long-term outcomes. Carlos holds a Master of Business (Applied Finance) and a Graduate Diploma of Financial Planning.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product