Ben Shaw

Viridian Advisory Pty Ltd

Silver
28 Yrs Experience
Penrith, NSW 2750
I am an Executive Advisor with Viridian Advisory and I am located in Penrith. I have been in the financial services industry for over 31 years, of which 27 of those as a financial advisor. I have worked for large companies and small boutique firms. I provide advice across all areas of planning 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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

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

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Viridian Advisory Pty Ltd

Ground Floor, 395 High St
Penrith, NSW 2750

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Ben is extremely knowledgeable. He has the ability to listen to carefully to what your needs are and to ask questions that helps your decision making processes. He is entirely trustworthy and is happy to spend time in ensuring that you fully understand the advice he presents."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben is very knowledgeable, patient and he listens to my requirements. He makes sure that I understood what is going on."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2005

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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