Rocco Costa CFP, BCom

Senior Adviser

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When it comes to financial advice, Rocco understands that one size does not fit all. With each individual and family requiring a solution tailored to their unique situation and needs, Rocco’s primary goal is to help his clients live their ideal life.

Working with people at all stages of life, Rocco helps his clients understand what is important to them and to identify their financial goals and objectives. Using these goals and objectives as the foundation for his advice, he employs strong technical knowledge and deep experience to develop personalised strategies that give his clients the best chance of achieving their goals.

Rocco aims to make a meaningful difference to the lives of his clients.  He is always ready to be a sounding board for their ideas, concerns or questions, and to help them understand the benefits and impacts on their goals and objectives.

Prior to joining Goodman Private Wealth Rocco spent over 10 years working in highly regarded financial planning firms in Brisbane.

Rocco has completed a Bachelor of Commerce with a major in Financial Planning where he achieved the highest GPA in his graduating class, and was the first runner-up in the PlanPlus Global Financial Planning Awards 2019.

Rocco’s qualifications and memberships include:

• Bachelor of Commerce (Financial Planning & Accounting) – Griffith University
• Certified Financial Planner©
• Member, Financial Advice Association Australia
• Member, SMSF Association.

Rocco is married to Felicity and has one daughter. On the weekend you’ll find him enjoying time with his family or cycling.