Carlo joined Richmond Private Wealth in 2019. He has been in the financial planning industry since 2007. Carlo was attracted to the industry for the challenging opportunities to develop and build lifelong relationships with clients who have their own unique story to tell, and their own unique financial goals to achieve. He gets enormous satisfaction out of developing financial strategies and solutions for our clients, which is often where the greatest value is generated.
Carlo holds a Bachelor of Commerce (Financial Planning) and is a Certified Financial Planner (CFP), which is the global symbol of trust and excellence in financial planning. Carlo is also an Accredited Aged Care Professional™ and a member of the Financial Advice Association of Australia (FAAA).