Carla Cosgrove
Financial Adviser in Roma, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001331
- Location
- Roma QLD 4455
- Licensee
- Arete Life Solutions Pty Ltd (AFSL 522613)
- Authorised since
- 2 July 2024
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Deakin University (2010); Graduate Diploma of Financial Planning, Kaplan Professional (2022); SMSF Accreditation, SMSF (2023); Master of Financial Planning, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Carla Cosgrove
Carla Cosgrove is a financial adviser in Roma, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001001331.
The licensee Carla advises under is Arete Life Solutions Pty Ltd (AFS licence 522613). The current authorisation started on 2 July 2024.
According to the register, Carla first provided financial advice in 2001. The qualifications listed for Carla include Diploma of Financial Planning (Deakin University, 2010), Graduate Diploma of Financial Planning (Kaplan Professional, 2022) and SMSF Accreditation (SMSF, 2023). Carla is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Carla Cosgrove a registered financial adviser?
Yes. Carla Cosgrove is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001331.
Which licensee does Carla Cosgrove work under?
Arete Life Solutions Pty Ltd, Australian financial services licence 522613.
What can Carla Cosgrove give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.