Carla Cosgrove

Astute Wealth Solutions

Gold
23 Yrs Experience
Roma, QLD 4455

We specialize in providing personalized financial planning services to individuals to obtain the best possible outcomes for their situation. Carla has over 20 years of experience in industry and is a SMSF specialist accredited adviser, Certified Financial Planner and has recently completed her Masters in Financial Planning.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

We tailor our fees to suit the individual needs of the client

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Astute Wealth Solutions

22D Bowen St
Roma, QLD 4455

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone

Licensed by

Arete Life Solutions Pty Ltd

AFSL 522613