Financial Adviser
· VARSITY LAKES, QLD
Carlo Santos
No disciplinary history on record with ASIC
VARSITY LAKES,
QLD
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310425
About Carlo Santos
Carlo Santos is a financial adviser based in Varsity Lakes, Queensland, with 1 year of experience in the financial services industry since 2025. Carlo is currently authorised under Sgn Financial, operating through Sterling Group & Associates. Carlo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carlo's qualifications include a Bachelor of Commerce (Financial Planning) from Griffith University.
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
2020
2105AFE Introduction to Business Law
Griffith University
2020
3106AFE Revenue Law: Theory & Policy
Griffith University
2020
Bachelor of Commerce (Financial Planning)
Griffith University
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2026
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education