Certified Financial Planner
Bachelor of Accounting
Bachelor of Finance
“I’ve built great friendships here so it makes it easy to come to work every day.”
Stefanie Costa entered the graduate programme in 2011, starting in the client services team, moving through paraplanning and into an associate adviser position alongside Ben Rossi in 2014.
Stef specialises in superannuation and retirement planning … and she loves working with people helping them achieve their goals …
and she loves to see people happy and smiling!
Compassionate and honest, Stefanie took on some financial planning subjects at uni and found she really enjoyed it …
and decided it was the path she was going to take.
In her spare time Stefanie likes having fun and lots of sunshine!