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).
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).
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).
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™.
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).
Peter Eastman is a Senior Financial Adviser with Richmond Private Wealth, joining the team in 2023. He has been in the financial planning industry for almost two decades, commencing in 2005. Peter was drawn to the industry by a strong conviction that there exists an opportunity to create a significant positive impact in our clients’ lives.
Peter has a Bachelor of Commerce (Double major in Accounting & Finance) and a Master of Financial Planning from Curtin University. He is a Chartered Tax Adviser and is also an accredited SMSF Specialist Adviser. Peter is a member of the Financial Advice Association of Australia, a member of the SMSF Association and a member of the Tax Institute of Australia.
Natasha joined Richmond in 2019 after more than two decades in events management with one of Perth’s most well-known hotels.
The skills Natasha developed in her previous career have transferred well into her role in financial planning. To make the career switch, Natasha completed a Bachelor of Commerce with a Double Major in Accounting and Taxation at Curtin University and is now completing her Postgraduate in Financial Planning.
Outside of work, Natasha is a self-confessed book worm, however has to squeeze this in between work, study, 3 children and her dog!
Linda joined Richmond Private Wealth in 2022. She has worked in the financial planning industry for over 20 years.
Linda enjoys spending time with family and friends and gardening, reading and watching sport.
Keran joined Richmond Private Wealth in 2022 as our Client Service Officer. Keran has worked in administration in the financial planning industry for nearly 25 years.
Keran has 3 children and they love adventuring on weekends, camping, fishing and riding.
“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 Private 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.