Rocco Costa  Certified FINANCIAL PLANNER®   B.Com (FP&Acc)

Rocco Costa

Certified FINANCIAL PLANNER®

B.Com (FP&Acc)

BACKGROUND

Rocco’s background is in client engagement having previously worked as a business analyst on projects within government organisations. With a strong client focus and a desire to make a positive impact on people’s lives, Rocco made the transition to financial services joining Tupicoffs in 2014. Rocco completed his Bachelor of Commerce degree with majors in Financial Planning and Accounting, achieving the highest Grade Point Average of financial planning students from his graduating year. Rocco’s resolute belief in independent financial advice drew him to Tupicoffs where he is able to provide unbiased tailored advice that always serves the clients best interests.

Qualifications

Rocco holds a Bachelor of Commerce majoring in Financial Planning and Accounting.  For this Rocco received the award for the highest GPA of his graduating class. 

Rocco has completed his Certified Financial Planning designation which is the highest standard for financial planners and is recognised internationally.

 

my Advice Philosophy

I have always been interested in personal finance and being an independent financial planner allows me to work in a field I enjoy.  It was important for me to always put my clients best interests first.  Working at Tupicoffs has enabled me to work in an environment where I'm not forced to recommend inferior in-house products or work under a conflicted remuneration model. I'm not here to sell products, I'm here to help people.  As an independent financial planner, the only people I have to keep happy are my clients, so I always do what is best for them.