ROCCO ANTHONY COSTA

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001240144

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2016

Registration Date

31/01/2022

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

๐Ÿ“š Qualifications & Training

2015 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2017 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2022 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.