Anuja Gupta

I am a highly qualified and experienced Financial Adviser with a strong track record of helping Australians build, protect, and manage their wealth with confidence.

Over the course of my career, I have guided clients through all stages of life — from growing and structuring investments, to protecting loved ones, navigating complex financial decisions, and planning for a secure and meaningful retirement.

I pride myself on combining strong technical expertise with genuine care for my clients’ goals. With a focus on clarity and trust, I make financial advice practical, easy to understand, and tailored to each individual’s circumstances — helping clients feel confident in the decisions they make today and the future they are building.

I provide holistic financial advice across:

Superannuation (including SMSFs)

Investment strategy and long‑term wealth creation

Retirement and pre‑retirement planning

Tax‑effective strategies and cash‑flow management

Risk management and personal insurance

My approach is highly personalised and collaborative. I work closely with accountants, legal professionals, and other advisers to ensure strategies are integrated, practical, and aligned with each client’s broader life goals — not just their finances.

Clients value my ability to simplify complexity, provide structure and direction, and act as a trusted long‑term adviser rather than a one‑off solution.

Outside of work, I’m actively involved in mentoring business students and enjoy spending time in nature, bushwalking, maintaining a strong focus on health and fitness — and, of course, a good coffee.

📍 Based in Sydney and Central Coast | Senior Financial Adviser at Viridian Advisory

📩 Always happy to connect with professionals, referral partners, and individuals seeking thoughtful, long‑term financial advice