Ben Shaw
Viridian Financial Group Limited
I am an Executive Advisor with Viridian Advisory and I am located in Penrith and I service the Penrith and Blue Mountains area. I have been in the financial services industry for over 33 years, of which 29 of those as a financial advisor. I have worked for large companies and small boutique firms.
I provide advice across all areas of planning (note: we do not give direct property advice) including retirement planning, insurance, gearing, superannuation, transition to retirement, retrenchment, wealth creation and aged care.
My clients are my number one priority and everything I do is in their best interests. My philosophy is "look after your clients and everything else will look after itself".
I pride myself on accuracy, appropriateness and ensuring any advice I provide is the best advice I can give. I ensure my knowledge is as up to date as possible and I feel my strengths lie in my technical knowledge and ability and my straight forward customer approach. Simple is quite often the best.
Expertise
My fees
My advice fees will depend upon your individual circumstances and what will be most beneficial to you. The fees described are all 'potential' fees and will be determined at your initial meeting, based upon what advice you require.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 62
- First year providing advice 1994
- Years of experience 30
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Viridian Financial Group Limited
Ground Floor, 395 High StPenrith, NSW 2750
Opening hours
- 9:00am – 5:00pm Monday – Friday
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
