Your Independent Financial Partner
Scott is the Managing Director of Richmond Wealth Pty Ltd. He has been providing financial planning and investment advice to clients since 1993. Prior to forming Richmond Wealth, he was a director and part owner of Alliance Investment & Retirement Services Pty Ltd (now Redwood).
He holds a Bachelor of Business in Accounting & Finance and a Graduate Diploma in Financial Planning (SIA). He is a member of the Financial Planning Association (FPA).
Carlo joined the financial planning industry in 2007 . He was attracted to the industry originally because of 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 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.
Since joining Richmond Wealth in 2016 Rory has quickly become a valuable member of the team. He is involved in all aspects of client advice, developing financial strategies and he is a member of the Richmond Wealth investment committee.
He holds a Bachelor of Commerce from the University of Western Australia (UWA) a Diploma of Financial Planning and he is a member of the Financial Planning Association of Australia (FPA).
Brad Martyn is the Chairman of Richmond 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. He is a Certified Financial Planner (CFP) with the Financial Planning Association (FPA), is a Graduate from the Australian Institute of Company Directors (GAICD) and is a Self-Managed Super Fund Professionals’ Association SMSF Specialist Advisor™.
Carla joined the financial planning industry in 2009. She has continued to study to add to her qualifications and is now 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 Professionals’ Association SMSF Specialist Advisor™ and has completed numerous specialist Tax and Aged Care Advice courses. She is currently studying for Certified Financial Planner (CFP) designation and is a member of the Financial Planning Association (FPA).
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.