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.
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.
Ben is a pleasure to work with. He is accessible, approachable & knowledgeable. Ben provides clarity that is easily understood & relevant.
Ben Shaw is an extremely professional and knowledgeable financial adviser. He has made the transition into retirement very easy for me.
Ben is down to earth and explains things in terms anyone can understand. I am very comfortable with him looking after my investments.
Ben is very informative with his communications and his work.
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- Adviser status Gold
- Number of reviews 61
- First year providing advice 1994
- Years of experience 29
- Certified Financial Planner (CFP)
Viridian Financial Group LimitedGround Floor, 395 High St
Penrith, NSW 2750
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Viridian Advisory Pty Ltd