Vega Yan

Viridian Financial Group Limited

Bronze

2 Yrs Experience

Melbourne, VIC 3000

About Vega
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As a Financial Adviser with a background in Accounting and a Master of Financial Planning, I’m passionate about helping clients make confident, informed decisions about their financial future. I believe that great advice is built on trust, empathy, and a deep understanding of each client’s unique goals and circumstances.

Clients often tell me they appreciate my collaborative approach, clear communication, and commitment to going the extra mile. Whether it’s simplifying complex strategies, navigating retirement planning, or tailoring investment solutions, I take pride in delivering advice that’s not only technically sound but also genuinely aligned with what matters most to my clients.

I’m known for my efficient turnaround, attention to detail, and ability to keep things on track—qualities that help ensure timely, effective outcomes. It’s incredibly rewarding to see the positive impact that thoughtful financial planning can have on people’s lives, and I’m grateful to be part of that journey.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Redundancy
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

5.00 March 2026

Vega, was always professional, and took time to explain strategies, and recommend prudent outcomes, for my needs. She took time to discuss any misconceptions and alleviate any fears.

5.00 November 2025

Vega is a true professional. Dont look at her experience but rather the confidence, knowledge and empathy that she displays. Ours was only an initial meeting but within minutes into our discussions I was confident that she would have the answers to the questions I had written. Vega was the 4th Financial adviser I 'interviewed' in my search of a competent professional and she would be my last, as she filled all the boxes. She listens and conveys her understanding in her reply and then suggests different approaches to the challenges discussed. I highly recommend Vega.

5.00 November 2025

Vega was easy to talk to, listened to my requirements, made suggestions, asked questions. I felt at the end of the day I ended up with a better version of what I wanted.

5.00 November 2025

Vega was very helpful & polite with a good knowledge of investment products & strategies. She communicated details clearly & followed up any requirements promptly with excellent service.

5.00 November 2025

From my very first meeting with Vega I knew I was in good hands. She was very quickly able to assess my needs & concerns & by the second follow up meeting she had drafted a suitable plan. After further investigation & gathering of all required information my new plan was initiated. All this was achieved within a couple of months.