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 Planner®
- Member of the Financial Planning Association of Australia
Areas of expertise
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice