5 Feb 2025
Goodman Private Wealth makes strategic appointment
By Brad Church
In our first announcement for the New Year, we are thrilled to welcome Rocco Costa to the role of Senior Adviser.
Working alongside existing Senior Advisers Brad Church and James Goodman, Rocco’s appointment marks a significant step forward in the firm’s strategic plan. This addition strengthens the firm's capability and expertise, while expanding our capacity for the benefit of existing and new clients alike.
With over a decade's experience in financial services and private wealth, Rocco has built a strong reputation in Brisbane as a trusted adviser. He is awarded, respected, and highly capable. Rocco works closely with his clients to understand what’s important to them and cares about making a meaningful difference in their lives. You can read more about Rocco here.
This appointment has been many years in the making and builds on the recent arrivals of Caitlyn Wooster as Portfolio Administrator and Lachlan Haigh as Financial Planning Associate. Our expanded team means we now have considerable capacity to serve existing clients at a higher level and to accept new clients. We welcome introductions to the Goodman community, so please do not hesitate to reach out if there is somebody you know who may benefit from knowing Goodman Private Wealth.
Please join me in extending a warm welcome to Rocco, and do not hesitate to reach out for an introduction or if you have any questions