MATTHEW CARUSO
Financial Adviser · Essendon Fields, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2012 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - The Institute of Chartered Accountants
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2018 - Self Managed Superannuation Funds - Other - Kaplan Professional
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.