Carlos Medrano
AVANT GARDE WEALTH PTY LTD · Sydney NSW 2000 · Advising since 2016
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001240942
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- HAVANA FINANCIAL SERVICES PTY LTD · AFSL 500435Through authorised representative AVANT GARDE WEALTH PTY LTD (no. 001308678)Since 23 October 2025NEW HORIZONS FINANCIAL SERVICES PTY LTD · AFSL 522392Through authorised representative ATRIUM PRIVATE WEALTH ADVISORY PTY LTD (no. 001309513)Since 27 May 2024
- Principal business addresses
- Sydney NSW 2000; Melbourne VIC 3000
- First year providing advice
- 2016
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2025 – presentHAVANA FINANCIAL SERVICES PTY LTD · AFSL 500435Through authorised representative AVANT GARDE WEALTH PTY LTD (no. 001308678)
- CURRENTMay 2024 – presentNEW HORIZONS FINANCIAL SERVICES PTY LTD · AFSL 522392Through authorised representative ATRIUM PRIVATE WEALTH ADVISORY PTY LTD (no. 001309513)
- CEASEDDec 2023 – Apr 2024NEW HORIZONS FINANCIAL SERVICES PTY LTD · AFSL 522392Through authorised representative VASTION PRIVATE WEALTH PTY LTD (no. 001307041)
- CEASEDDec 2022 – Nov 2023NEW HORIZONS FINANCIAL SERVICES PTY LTD · AFSL 522392Through authorised representative KLEAR WEALTH PTY LTD (no. 001282985)
- CEASEDAug 2020 – Sep 2022NEW HORIZONS FINANCIAL SERVICES PTY LTD · AFSL 522392Through authorised representative KLEAR WEALTH PTY LTD (no. 001282985)
- CEASEDNov 2018 – Jul 2020SHARTRU WEALTH MANAGEMENT PTY LTD · AFSL 422409
- CEASEDAug 2018 – Nov 2018AXIES PTY. LTD. · AFSL 339384Through authorised representative INTELLIPLAN PTY LTD (no. 000458765)
- CEASEDApr 2016 – Feb 2017DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B- Ethics and Professionalism in Financial Advice
Kaplan · 2022 · Bridging Course - Ethics
Self Managed Superannuation Funds
Kaplan Professional · 2020 · Other
Advanced Diploma of Financial Planning
Monarch Institute · 2017 · Advanced Diploma (AQF 6)
Diploma of Financial Planning
Monarch · 2014 · Diploma (AQF 5)
Bachelor of Business & Commerce
Monash University · 2013 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Carlos Medrano claims the profile.
Reviews
Not yet reviewed
No client has reviewed Carlos Medrano on Souffle yet.
Contacting Carlos Medrano
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AVANT GARDE WEALTH PTY LTD
Authorised by HAVANA FINANCIAL SERVICES PTY LTD · AFSL 500435
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Carlos Medrano claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.