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About Cosgrove Tristen
Helping clients and their families with their wealth and also helping to protect them through personal insurance. Over 21 years industry experience including over 17 years continuous experience giving advice as a financial planner.
Products
Financial Advice
Services
Home Visits Available
Financial Planning
Retirement & Estate Planning
Self Managed Superannuation Funds
Shares
Superannuation
Managed Investments
Personal Insurance
Portfolio Construction
Ongoing Review & Management
Tax Effective Strategies
Centrelink Assistance
Investment Advice
Superannuation Advice
Personal Insurance Advice
Retirement Planning Advice
Estate Planning Advice
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Licences
B.Com, Dip. FP, AFP
Member of Financial Planning Association (FPA)
Member of Self Managed Super Fund Association (SPAA)
Bachelor of Commerce (majoring in Accounting) from University of Newcastle
Diploma of Financial Planning from Deakin University
Cosgrove Tristen