Raymond Tran
Viridian Financial Group Limited
As an Executive Adviser based in Melbourne, with clients across regional Victoria, I’m passionate about helping clients make confident financial decisions at every stage of life. I believe financial advice is about more than numbers—it’s about understanding your goals, family, priorities, and the life you want your wealth to support.
Whether you’re planning for retirement, growing, and protecting wealth, preparing for aged care, minimising tax or planning your estate, I take the time to understand your circumstances and what matters most to you.
I provide practical, personalised strategies to help you build wealth, create sustainable retirement income, and manage your financial affairs effectively. I also provide guidance around aged care and estate planning, working alongside your legal and tax professionals where appropriate.
My approach is professional, proactive, and personal. I value long-term relationships and believe advice should be tailored, transparent and easy to understand.
I offer flexible meetings face-to-face, by phone or via Microsoft Teams, supporting clients across Melbourne and regional Victoria.
Together, we can build and protect your wealth, prepare for retirement, and create a clear financial plan for you, your family and future generations.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchInitial meeting is always complimentary, and we offer flexible pricing solutions that are tailored to your specific needs and always transparent.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 16
- First year providing advice 2005
- Years of experience 21
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Highest qualification
- Certified Financial Planner (CFP)
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Languages spoken
- English
- Vietnamese
Viridian Financial Group Limited
Suite 1.01, 545 Blackburn RdMount Waverley, VIC 3149
Meeting methods
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In person
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Phone
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Video call
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223
