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Rocco Costa Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Rocco is passionate about making a meaningful positive difference in his clients’ lives. As every client is unique, this will have a different meaning for everyone. Helping clients identify their goals and objectives allows him to understand what is truly important to them. With this knowledge he works closely with his clients to develop strategies that enable them to achieve their goals and live their desired lifestyle.

Rocco brings a client-first approach with a focus on building long-term trust. He believes it is important to guide and coach clients, so they have the knowledge to make confident and well-informed decisions about their finances. Working with an array of clients including professionals, executives and high-net-worth individuals, Rocco takes a holistic view to optimise his clients’ financial position by employing cutting edge strategies.

In an ever-changing financial landscape, Rocco is able to utilise his excellent technical expertise and leverage Fitzpatricks resources to guide clients through challenging times such as changes to legislation or their personal situation, taking away the stress so they can focus on what is important to them.

Rocco has completed a Bachelor of Commerce with majors in Financial Planning and Accounting and is a Certified Financial Planner.

Qualifications/Memberships

  • Bachelor of Commerce (Financial Planning and Accounting)
  • Certified Financial Planner®
  • Member of the Financial Planning Association of Australia

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Contact details

Rocco Costa

1300 464 625

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Level 13, 157 Ann St, Brisbane QLD 4000

Suite C, Level 2, The Strand, Marine Parade Coolangatta QLD 4225

1300 464 625

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