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Bernard Tan

Viridian Financial Group Limited

Bronze
2 Yrs Experience
Melbourne, VIC 3000

Bernard is a Financial Advisor with over eight years of industry experience. Bernard provides holistic financial advice across investment strategies, debt & cash-flow strategies, superannuation and SMSF planning, and retirement planning.

Bernard is dedicated to building long-term relationships with his clients and guiding them through every stage of their financial journey — whether they are investing for the first time, working toward financial freedom, or planning for retirement and beyond. His goal is to help reduce financial pressures so his clients can focus on what matters most in their lives.

If you would like to arrange a discussion, please don’t hesitate to contact Bernard at btan@viridianadvisory.com.au.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Viridian Financial Group Limited

Level 16, 55 Collins St
Melbourne, VIC 3000
Suite 1.01, 545 Blackburn Rd
Mount Waverley, VIC 3149
Suite 4, Level 1, 357 Camberwell Rd
Camberwell, VIC 3124

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223