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Mark Walsh

Viridian Financial Group Limited

Gold
23 Yrs Experience
Sutherland, NSW 2232

I have over 23 years of experience in the financial planning industry, providing holistic comprehensive advice to clients to help them achieve their goals and focusing on what matters to them. Strategic advice including superannuation, retirement planning, investments, SMSF's, annuities, estate planning, personal and business insurance.

My focus is to help client's fine tune their goals, manage their cash flows, guide them through the ever changing landscape and secure the lifestyle they've hoped for.

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Get in touch

A Fee will only apply should clients wish to proceed with advice and are based on the complexity of their financial situation.

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 23
  • Highest qualification
    • Bachelor of Commerce (Banking and Finance)
  • Language spoken
    • English

Viridian Financial Group Limited

level 1 suite 3 1, 7 Boyle St
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223