MenuCarla Cosgrove CFP®
About Me
I am a Certified Financial Planner and have completed a Master of Financial Planning. I am also a SMSF association Specialist Adviser. I enjoy working with all types of clients, from young accumulators to age pension clients. I have a rural background and understand the challenges facing regional clients and aim to improve their financial literacy, helping them make more informed investment choices.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 23 Years -
Licensed By Arete Life Solutions Pty Ltd
