Financial Adviser
· SOUTH PERTH, WA
Carlo Rigoli
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008624
Practice
South Perth, WA (practice address on ASIC register)
Licensed through Richmond Wealth
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 works at Richmond Private Wealth, which is licensed through Richmond Wealth. 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
Source: ASIC Financial Advisers Register