Richmond Private Wealth is pleased to announce the appointment of Carlo Rigoli as a Senior Financial Adviser.
Carlo was attracted to the industry over a decade ago because of the 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 the challenges to develop financial strategies and solutions for clients, which is often where the greatest value is generated.
Carlo is a Certified Financial Planner (CFP the global symbol of trust and excellence in financial planning), holds a Bachelor of Commerce (Financial Planning) and has an amazing record of ongoing professional education.
In addition to being highly qualified, Carlo has a very caring and nurturing nature with a well-earned reputation of being extremely popular with clients. Having previously worked closely with Brad Martyn and Carla Piggott, Carlo is confident that Richmond’s values and culture are closely aligned with his own.
He was also attracted to Richmond because our position as one of the very few Independent Financial Advisory firms based in WA.