A Truly Independent Financial Advisory
OUR TEAM
Scott is the Managing Director of Richmond Private Wealth Pty Ltd. Scott has been providing financial planning and investment advice to clients since 1993. Prior to forming Richmond Private Wealth in 2014, he was a Director and part owner of Alliance Investment & Retirement Services Pty Ltd (now Koda Capital).
Scott holds a Bachelor of Business in Accounting & Finance and a Graduate Diploma in Financial Planning (SIA). He is a member of the Financial Advice Association of Australia (FAAA).
Rory joined Richmond Private Wealth in 2016. He is involved in all aspects of client advice, developing financial strategies and he is a member of the Richmond Private Wealth investment committee.
Rory holds a Master of Financial Planning, a Bachelor of Commerce, a Diploma of Financial Planning and is a Certified Financial Planner (CFP). He is also an Accredited Aged Care Professional™ and a member of the Financial Advice Association of Australia (FAAA).
Carla joined Richmond Private Wealth in 2019, working in the financial planning industry since 2009. She is a highly qualified, skilled and experienced adviser.
Carla holds a Bachelor of Commerce in Property & Finance, a Masters of Financial Planning, is a Self-Managed Super Fund Association SMSF Specialist Advisor™, is a Certified Financial Planner (CFP) and an Accredited Aged Care Professional™. Carla is a member of the Financial Advice Association of Australia (FAAA).
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).
Brad Martyn is the Chairman of Richmond Private Wealth Pty Ltd. He has over three decades of experience in the financial services industry. Brad founded Alliance Investment & Retirement Services in 1996 and was the Managing Director and Chairman until 2016.
Brad holds a Bachelor of Business in Finance, Economics & Accounting and a Graduate Diploma in Applied Finance & Investment. Over the years he has qualified as a Certified Financial Planner, has Graduated from the Australian Institute of Company Directors course and is a Self-Managed Super Fund Association SMSF Specialist Advisor™.
Craig Turton
Craig Chairs the Investment Committee for Richmond Private Wealth. He has many decades of experience in financial services, with his initial grounding at The Reserve Bank of Australia (RBA) and then as an equities analyst. More recently, he was a senior bank analyst with Macquarie Equities until 2015.
Craig holds a Bachelor of Commerce (Hons 1) from the University of NSW and he holds an MBA from the Australian Graduate School of Management (AGSM) where he won the CUB award of distinction.
Lisa Stanley
Lisa Stanley has years of experience in administration and juggles school hours work with her three boys Zac, Lawson and Jake. Lisa is very meticulous in everything she does, and this shows in her work ethic and commitment.
Outside of work, Lisa loves to “live healthy” via an active lifestyle (running, yoga, pump classes – you name it) and healthy eating. Lisa loves to cook and bake whenever she gets a moment.
“We are very busy professionals in the field of Information Technology Services and Consulting. When an opportunity presented itself to sell our business we needed a firm to advise and manage our finances and to hold us accountable to all of our future financial goals and aspirations. Scott Stanley and the Team at Richmond Wealth provide just that. We can verify that the Team at Richmond Wealth provide a personalised and individually tailored financial service rather than one which is for the masses. In addition, Scott and his Team are always available to take our call when something comes up or if we just want to run an idea or investment opportunity by him.”
Dutton & Morrison
At Richmond Wealth we are committed to each and everyone of our clients in helping to secure their financial future. We are transparent, diligent and client focused in everything we do.