Financial Adviser
· GEELONG, VIC
Matthew Caruana
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000438081
Matthew Caruana is a financial adviser based in Geelong, Victoria, with 13 years of experience in the financial services industry. Matthew is currently authorised under Interprac Financial Planning Pty Ltd. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Certificate III in Financial Services
Intellitrain
2014
Diploma of Financial Planning
Australia College
2016
DFP5v1 Tax for Financial Advising
Kaplan Higher Education Pty Limited
2017
TASACLv1 Commercial Law
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited