Matthew Caruso
Financial Adviser in Essendon Fields, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001249738
- Location
- Essendon Fields VIC 3041
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 8 May 2026
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, La Trobe University (2007); Graduate Diploma of Chartered Accounting, The Institute of Chartered Accountants (2012); Diploma of Financial Planning, Kaplan Professional (2016); Accredited Listed Product Adviser Program, Kaplan Professional (2018); Self Managed Superannuation Funds, Kaplan Professional (2018); FPC002B, Kaplan Higher Education (2025); FPC007B, Kaplan Higher Education (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Caruso
Matthew Caruso is a financial adviser in Essendon Fields, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001249738.
Matthew provides advice as an authorised representative of Fortnum Advice Pty Ltd, which holds Australian financial services licence 519190. The current authorisation started on 8 May 2026.
According to the register, Matthew first provided financial advice in 2016. Qualifications and training on file include Bachelor of Commerce (La Trobe University, 2007), Graduate Diploma of Chartered Accounting (The Institute of Chartered Accountants, 2012) and Diploma of Financial Planning (Kaplan Professional, 2016). Matthew is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Caruso a registered financial adviser?
Yes. Matthew Caruso is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001249738.
Which licensee does Matthew Caruso work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Matthew Caruso 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.