Rodman Lu

Viridian Financial Group Limited

Gold

10 Yrs Experience

Melbourne, VIC 3000

About Rodman
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Rodman is passionate about helping his clients live the life that they desire through advice that assists families and individuals to:

Plan and enjoy their retirement comfortably
Have confidence and peace of mind in their financial strategy
Grow their assets
Generate income
Minimise Taxes
Protect their assets.

Rodman's areas of expertise include:

Investments Strategy and Portfolio Management
Superannuation
Retirement Planning
Cash flow advice
Asset protection and risk management
Personal insurance protection
Centrelink/Social Security Advice

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 December 2025

I was recommended to Rodman by many previous work colleagues. I have been impressed with his confidence and knowledge regarding my financial situation. Entering into my retirement phase of life, he has been thorough and explained in detail what I can achieve and has put me at ease with my decision to end my working time. His assistance with aged pension application was outstanding. I'm sure this would have been a drawn-out process without his help. I have advised many of my close friends and they have also contacted Rod for his assistance with their financial affairs.

5.00 November 2025

Rod has been providing advice to me for a number of years and his easy manner and clear communication makes hard concepts understandable and easy to grasp. Rod is polite, professional and diligent in whatever he is tasked with. Thanks to Rod I can now look forward to my future with confidence.

5.00 October 2025

We had been recommended to Rod by an old friend since we decided to not continue with our current FA, Rods professional approach and guidance was first class. On our first visit we took our son to sit and listen too , we all left the first session with clear instructions and the perfect advice for what we wanted to achieve. Rod was questioned by all three of us and demonstrated on the board if we weren’t sure of what he was saying - I would highly recommend Rod to help with any financial advice.

5.00 August 2025

Rod has always explained things to me very clearly. I’m happy with his advise. Always easy to contact him.

5.00 August 2025

Rodman is extremely helpful, professional, and patient. He has been my advisor for about five years and is always available if I have any queries or questions.

His knowledge is incredible, and I have great confidence in his abilities to manage my portfolio.