Zoe Midwinter

Viridian Financial Group Limited

10 Yrs Experience
Erina, NSW 2250

I am passionate about getting to know people, understanding their needs, and working with them to help achieve their goals over the long term. I enjoy building trusted relationships with my client. My existing clients are at various stages of life which means they have a variety of needs and goals that I support and help them with.

I provide comprehensive financial advice and can help you with:

  • Setting personal and financial goals.
  • Planning for your retirement.
  • Growing and protecting your wealth.
  • Protecting you and your loved ones financially from a sickness, injury, or life event through personal insurance.
  • Budgeting, reducing debt, and cash flow management.
  • Reviewing your existing Superannuation and Investment strategies.
  • Social Security.

My qualifications include a Bachelor of Commerce, Graduate Diploma of Applied Finance and Investments, Advance Diploma of Financial Planning and SMSF accreditation. I am a member of the Financial Planning Association of Australia (FPA). I have worked in the financial services industry for over 20 years and as a financial adviser for 8 years.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 12
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Viridian Financial Group Limited

Platinum Building, Suite 2.03a, 4 Ilya Ave
Erina, NSW 2250

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223