Support Office Team
Meet our support office team
Matthew Caruana
Support Office Board Member
Laura Caruana
Practice Development Manager
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Support Office Board Member
As a financial planner and mortgage broker with 15 years of experience in the construction industry, Matt can help with all your financial needs. From planning retirement, managed investments and personal risk insurance to construction and development finance, he has the experience and resources to assist. Since 2006, Matt has been heavily involved in construction and business management and he still holds a commercial building licence. He joined Yellow Brick Road in 2013 in order to offer a complete range of financial services and quality advice to clients, whilst also helping them achieve their financial goals now and into the future. His time as Branch Principal at YBR Niddrie has given him a comprehensive understanding of how the finance industry works and how to personalise his clients’ lending experience. When YBR sold their wealth management business in 2020, he started providing financial advice under Control Finance.
In July 2022, Matt left YBR to take on the position of Chief of Operations for the newly revamped Taking Control Finance Services, formerly InterPrac Finance Services. Matt is friendly and enthusiastic about helping his clients reach their financial goals, yet realistic and humble enough to help keep them on track. He acts with integrity and passion, making sure that every concern is listened to and addressed with a personalised approach. All of these qualities combined with his advanced interpersonal skills results in his clients being informed at every stage of the lending process, leaving them with the confidence to take control of their financial future.
As a father of 3, Matt understands what it takes to run a household and some of the ongoing needs first-hand. Be it getting a new home, looking to invest or just getting more out of your money, Matt has a solution for you. He is a very objective-based financial adviser and mortgage broker, committed to getting you to where you would like to be financially. He loves the Niddrie and Essendon area, its history and homes. When he’s not in the office he loves to spend quality time with his family, as well as playing guitar, singing and water-skiing up at Lake Mulwala.
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Practice Development Manager
With 6 years of experience in financial services, Laura took on the role of Practice Development Manager for Taking Control in 2022. With a background in financial compliance, paraplanning and client support, Laura has a strong ability to identify strategies to maximise positive impact and improve business performance.
A member of the core leadership group, Laura oversees onboarding of new loan writers, and is also responsible for streamlining ongoing projects and ensuring procedures are documented and remain consistent with industry standards. Laura is a lover of lists with a keen eye for detail, and she is continually looking for ways of improving practice processes to support the growth and development of the Taking Control Group.
When she’s not at work, Laura is an avid camper and outdoor enthusiast. She loves sushi trains and curling up with a good book when her attention span permits.