Financial Adviser · SOUTH PERTH, WA

Carlo Rigoli

SOUTH PERTH, WA

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 001008624

Currently at

The Trustee For Goodwill Trust & The Trustee For Mmecr Family Trust & The Trustee For Piggy Trust & The Trustee For Shepherd Trust & The Trustee For The Lago Trust

South Perth, WA (firm address)

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About Carlo Rigoli

Carlo Rigoli is a financial adviser based in South Perth, Western Australia, with 16 years of experience in the financial services industry since 2010. Carlo is currently authorised under Richmond Wealth, operating through The Trustee For Goodwill Trust & The Trustee For Mmecr Family Trust & The Trustee For Piggy Trust & The Trustee For Shepherd Trust & The Trustee For The Lago Trust. Carlo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carlo's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Carlo is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Commerce (Financial Planning Major)

Curtin University of Technology

2016

Certified Financial Planner

Financial Planning Association of Australia

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Richmond Wealth Pty Ltd

Jun 2025 - Present Current

Richmond Wealth Pty Ltd

Jul 2019 - Jun 2025 Ceased

Koda Capital Wa Pty Ltd

Apr 2015 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register