At Viridian Advisory, we provide a highly personalised suite of financial services to our clients who are based across Australia. Our services include investment advice, superannuation, estate planning, insurance, lending and bespoke portfolio management.
I am passionate about:
a) The process of analysing the detail of each client’s situation & goals and then formulating a bespoke strategic plan designed to deliver on those goals and enhance the economic outcome over the longer term;
b) The year-on-year review of the strategic plan, resulting in tactical adjustments, as required, to ensure the plan reflects changes, both internal and external; &
c) Ensuring that there is a clear, efficient and practical succession plan for the transfer of the accumulated wealth.
Stephen is a very good commentator , with a wealth of knowledge in is field . He as answered all questions that I have asked in a frank manner. He has achieved all I have asked for in handling my pension fund.
Stephen has been my adviser for some years now. His friendly but professional approach is much appreciated. The knowledge and experience he brings is second to none. I certainly recommend Stephen to anyone like me with goals and the future in mind. Thank you Stephen!
Stephen is a very dedicated adviser and goes out his way to ensure that he is providing the best advice to us both. Stephens knowledge is outstanding and we would highly recommend Stephen to friends and family.
Stephen's professionalism, market knowledge and overall quality of customer service has been amazing.
Stephen has the ability to translate complex financial terms and scenarios into easily understood layman’s language.
- Adviser status Platinum
- Number of reviews 35
- First year providing advice 2011
- Years of experience 12
- Master of Applied Finance
Viridian Financial Group LimitedLevel 24, 140 St Georges Terrace
Perth, WA 6000
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Viridian Advisory Pty Ltd