Carlos Velasquez

Senior Associate

Carlos is a result-driven business and finance professional with over 10 years of experience across several corporate levels.

Carlos has a wide range of formal education including a Master of Bus. Applied Finance and compliant with the FASEA’s education and professional requirements as ASIC Authorised Representative since 2018.

Carlos is always committed to providing clients with excellent service and tailored financial holistic advice.


  • Senior Associate at KDM Financial & Estate Planning, 2023 – Current
  • Senior Practice Support Office at Bridges Financial Services, 2021 – 2023
  • Client Experience Associate, 2020 – 2022
  • Associate Financial Adviser at Freedom Finance Australia, 2019 – 2020
  • Paraplanning Manager at The Advisory Firm, 2019 -2019
  • Paraplanner at The Advisory Firm, 2018 – 2019


  • Master of Applied Finance at Queensland University of Technology (QUT)
  • Postgraduate of Marketing Specialist at Universidad de Medellin
  • Bachelor of Business Management at Universidad de Medellin
Senior Associate - Carlos Velasquez