Matthew Caruana
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000438081
- Location
- Geelong VIC 3220
- Licensee
- Interprac Financial Planning Pty Ltd (AFSL 246638)
- Authorised since
- 1 January 2024
- First provided advice
- 2013
- Qualifications
- Certificate III in Financial Services, Intellitrain (2013); Diploma of Financial Planning, Australia College (2014); DFP5v1 Tax for Financial Advising, Kaplan Higher Education Pty Limited (2016); TASACLv1 Commercial Law, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Caruana
On the Financial Advisers Register kept by ASIC, Matthew Caruana appears as a current financial adviser in Geelong, Victoria, adviser number 000438081.
Matthew provides advice as an authorised representative of Interprac Financial Planning Pty Ltd, which holds Australian financial services licence 246638. That authorisation dates from 1 January 2024.
The register records 2013 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Certificate III in Financial Services (Intellitrain, 2013), Diploma of Financial Planning (Australia College, 2014) and DFP5v1 Tax for Financial Advising (Kaplan Higher Education Pty Limited, 2016).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Caruana a registered financial adviser?
Yes. Matthew Caruana is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438081.
Which licensee does Matthew Caruana work under?
Interprac Financial Planning Pty Ltd, Australian financial services licence 246638.
What can Matthew Caruana give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.