Matthew Caruso Financial Planner Report

Name:
Matthew Caruso

Rep Number:
001249738

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-11-16 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
La Trobe University
Bachelor of Commerce
Kaplan
Diploma of Financial Planning
The Institute of Chartered Accountants
Graduate Diploma of Chartered Accounting

Memberships
Chartered Accountants Australia and New Zealand (CA)