Financial Adviser
· ROMA, QLD
Carla Cosgrove
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001331
Carla Cosgrove is a financial adviser based in Roma, Queensland, with 25 years of experience in the financial services industry. Carla is currently authorised under Arete Life Solutions Pty Ltd. Carla holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP from FAAA. Carla is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Planning
Deakin University
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2023
CFP
FAAA
2023
SMSF Accreditation
SMSF
2024
Master of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register