Tristen Cosgrove
Financial Adviser
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About
Tristen Cosgrove is an ASIC-registered financial adviser dedicated to helping individuals and families in Salamander Bay and beyond achieve their financial goals. With over two decades of experience in the financial services industry, Tristen brings a wealth of knowledge and a commitment to providing personalized and strategic advice. Tristen holds a Bachelor of Commerce from The University of Newcastle (1998) and a Diploma of Financial Planning from the Financial Planning Association of Australia (2005). He has also completed specialist training in Self Managed Superannuation Funds and Margin Lending and Geared Investments. As a member of the Financial Advice Association of Australia (FAAA), Tristen adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Tristen can assist you with superannuation, insurance, wealth management, and retirement planning. His expertise also extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Tristen today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Tristen Cosgrove provide?
Tristen Cosgrove provides a range of financial services including superannuation advice, insurance solutions, wealth management strategies, retirement planning guidance, and investment advice. He can help you create a personalized financial plan to achieve your goals.
What qualifications does Tristen Cosgrove have?
Tristen Cosgrove holds a Bachelor of Commerce from The University of Newcastle and a Diploma of Financial Planning from the Financial Planning Association of Australia. He has also completed specialist training in Self Managed Superannuation Funds and Margin Lending and Geared Investments.
How does the financial planning process work with Tristen Cosgrove?
The financial planning process typically begins with an initial consultation to discuss your financial goals and current situation. Tristen will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will ensure that your plan stays on track as your circumstances change.
What can I expect during my first meeting with Tristen Cosgrove?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Tristen will listen carefully to your needs and explain how he can help you achieve your objectives. There is no obligation to proceed after the initial consultation.
Why should I choose Tristen Cosgrove as my financial advisor?
Tristen Cosgrove offers personalized financial advice based on over two decades of experience in the financial services industry. As an ASIC-registered financial advisor and a member of the FAAA, Tristen adheres to the highest ethical and professional standards. He is committed to helping you achieve your financial goals with tailored strategies and ongoing support.
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