Financial Adviser
· ESSENDON FIELDS, VIC
Matthew Caruso
No disciplinary history on record with ASIC
ESSENDON FIELDS,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249738
Matthew Caruso is a financial adviser based in Essendon Fields, Victoria, with 10 years of experience in the financial services industry since 2016. Matthew is currently authorised under Fortnum Advice. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Commerce from La Trobe University. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
2007
Bachelor of Commerce
La Trobe University
2012
Graduate Diploma of Chartered Accounting
The Institute of Chartered Accountants
2016
Diploma of Financial Planning
Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
2025
FPC007B
Bridging Course - Behavioural Finance - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register