Carlos Medrano
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001240942
- Location
- Sydney NSW 2000
- Licensee
- Havana Financial Services Pty Ltd (AFSL 500435); New Horizons Financial Services Pty Ltd (AFSL 522392)
- Authorised since
- 23 October 2025
- First provided advice
- 2016
- Qualifications
- Bachelor of Business & Commerce, Monash University (2013); Diploma of Financial Planning, Monarch (2014); Advanced Diploma of Financial Planning, Monarch Institute (2017); Self Managed Superannuation Funds, Kaplan Professional (2020); FPC002B- Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Carlos Medrano
On the Financial Advisers Register kept by ASIC, Carlos Medrano appears as a current financial adviser in Sydney, New South Wales, adviser number 001240942.
The licensee Carlos advises under is Havana Financial Services Pty Ltd (AFS licence 500435). The register also lists New Horizons Financial Services Pty Ltd (licence 522392). That authorisation dates from 23 October 2025.
According to the register, Carlos first provided financial advice in 2016. Qualifications and training on file include Bachelor of Business & Commerce (Monash University, 2013), Diploma of Financial Planning (Monarch, 2014) and Advanced Diploma of Financial Planning (Monarch Institute, 2017).
Carlos is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Carlos Medrano a registered financial adviser?
Yes. Carlos Medrano is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240942.
Which licensee does Carlos Medrano work under?
Havana Financial Services Pty Ltd, Australian financial services licence 500435 and New Horizons Financial Services Pty Ltd, Australian financial services licence 522392.
What can Carlos Medrano give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.