The Financial Planning Association of Australia The Financial Planning Association of Australia

Tristen Cosgrove, AFP®


Name Tristen Cosgrove AFP®
Address Suite 14, 1st Floor, Cnr Donald & Stockton Streets
Nelson Bay, NSW 2315
Phone 410023189
Website www.cosgrovefp.com.au

Bachelor of Commerce from University of Newcastle majoring in Accounting 1998Diploma of Financial Planning from Deakin University. I passed the FASEA Australian Financial Adviser Exam on 3rd August 2020. FASEA is the Financial Adviser Standards and Ethics Authority. Commenced as an accountant with a Chartered Accounting firm in 1993 (Forsythes Chartered Accountants) and commenced in the Financial Planning Division of that firm in 1994 dealing mainly with SMSF's. Obtained my first authorisation to give financial planning advice (then called a Proper Authority) in 1996 with my first Licensee, Count Financial Group. Commenced as a self-employed (own business and ABN which continues today) financial planner within another firm (Allan Goodwin t/as Serendipity Financial Planning) in 1999 until 2004 under my second Licensee - Allan Goodwin held the Licence. Changed firms and Licensee but retained own business from 2004 to 2007. This was with Forsythes Financial Services who held their own Licence. Changed Licensee and commenced working with my retained own business - retained client base - from my own office in 2007 to 2013. This was with Securitor Financial Group as Licensee and my business was Tristen Cosgrove trading as Cosgrove Financial Planning. Commenced as a Financial Adviser and Associate with ASPIRE Wealth & Protection (formerly called CHFP Wealth & Protection), whilst retaining my client base, from 1st February 2013. ASPIRE Wealth & Protection was an Authorised Representative of NOW Financial Group. From 1st July 2016 I commenced as a Financial Adviser with Avanti Advisers Pty Ltd, which was an Authorised Representative of NOW Financial Group. From 7th July 2018 I commenced as a Financial Adviser still with Avanti Advisers but Avanti Advisers was authorised by Avanti Financial Group Pty Ltd. From 14th December 2019, I commenced as a Financial Adviser directly authorised by Avanti Financial Group Pty Ltd until 14th October 2020. On 15th October 2020 I commenced as an Authorised Representative of JMA Financial Planners Pty Ltd which is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd. New legislation requires all advisers to be registered directly with ASIC from 1 January 2023. I became registered with ASIC directly on 4 April 2022. From 2 May 2022 I changed from JMA Financial Planners Pty Ltd to Cosgrove Financial Planning ABN 74507711856, whilst remaining with Lifespan Financial Planning Pty Ltd as Licensee. (Of course as I changed business arrangements above I ceased to be authorised by the former entity as I moved to the next entity.)

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