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.


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

Areas of expertise

Investment and Portfolio Construction

Retirement Planning and Pensions

Estate Planning

Asset Protection and Business Structures

Business Succession

Insurance advice for individuals and business owners


Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Contact Details
Rocco Costa

1300 522 260

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Sydney Office
Level 9, 10 Spring Street, Sydney, NSW 2000
GPO Box 1193 Sydney NSW 2001

Brisbane Office
Level 13, 157 Ann St, Brisbane, QLD, 4000
GPO Box 273 Brisbane QLD 4001

Gold Coast Office
The Strand Level 2, 72 Marine Parade, Coolangatta, QLD, 4123
GPO Box 273 Brisbane QLD 4001

1300 522 260

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Contact Rocco Costa


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