Financial Adviser
· SOUTH PERTH, WA
Carla Michelle Piggott
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000424639
Carla Michelle Piggott is a financial adviser based in South Perth, Western Australia, with 15 years of experience in the financial services industry. Carla is currently authorised under Richmond Wealth Pty Ltd. Carla holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Carla is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2008
Bachelor of Commerce
Curtin University of Technology
2011
Master of Financial Planning
Curtin University of Technology
2015
SMSF Specialist Advisor
Self Managed Super Fund Association
2020
Certified Financial Planner
Financial Planning Association of Australia
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
MAGNITUDE GROUP PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register