Dave Ross

Viridian Financial Group Limited

18 Yrs Experience
Wollongong, NSW 2500

At Viridian Advisory Wollongong, we provide a highly personalised suite of financial services to our clients who are based across Australia.

I offer comprehensive financial planning and investment management services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of our clients.

I'm here to help you live by design, not by default.

For those who are ready, I'm here to help clear your path forward, and then walk with you every step of the way.

Who We Advise

Focusing on people over 55, with majority of our clients actively enjoying their retirement, if not planning to retire in the very near future.

People Who Are Established

Our clients typically have accumulated retirement assets of $500,000 or more (excluding real estate). While they appreciate nice things, they are more interested in creating rich experiences while saving for a secure future.

People Who Want To Delegate The Details

While they control the big decisions, our clients invest in hiring a seasoned professional to help them proactively implement the details so they can spend time on what’s important.

Our Investment Philosophy

We help you achieve your investment goals with a tailored strategy that suits your risk profile and preferences. We use a combination of active, research-led portfolios and ETF model portfolios to diversify your exposure and optimize your returns. Our team of experts monitors the market trends and adjusts your portfolio accordingly, ensuring that you always have the best opportunities to grow your wealth.


  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates

My fees

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

We are an independent financial advisory firm that provides unbiased and tailored advice to our clients. Our fee structure is transparent and fair, reflecting the value we deliver. We charge a one-time fee for initial advice and implementation, and an ongoing fee for strategy and asset allocation advice. The ongoing fee consists of a fixed component for strategy and a variable component based on the asset allocation of the portfolio.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.96
  • Number of reviews 7
  • First year providing advice 2005
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Viridian Financial Group Limited

Suite 301B, Level 3, 43 Burelli St
Wollongong, NSW 2500

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

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

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223