Financial Adviser
· BRISBANE CITY, QLD
Rocco Anthony Costa
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240144
About Rocco Anthony Costa
Rocco Anthony Costa is a financial adviser based in Brisbane City, Queensland, with 10 years of experience in the financial services industry since 2016. Rocco is currently authorised under Alere Private Wealth, operating through Patman Planning. Rocco holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rocco's qualifications include a Certified Financial Planner from Financial Planning Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Accounting and Financial Planning)
Griffith University
2017
Certified Financial Planner
Financial Planning Association of Australia
2022
Self Managed Superannuation Funds
Kaplan Professional