Kathy Havers

Viridian Financial Group Limited

23 Yrs Experience
Melbourne, VIC 3000

Kathy is an Executive Adviser at Viridian, as one of our most senior advisers having practiced for over 24 years including 10 years running her own business prior to joining Viridian. She leads our Private Office team in Melbourne and has broad ranging experience as a strategic adviser. She is a Certified Financial Planner (CFP) and a Graduate of the Australian Institute of Company Directors (GIACD). Kathy also has a Masters of Entrepreneurship and Innovation 9MEI) from Swinburne University.

Kathy is a mother of 2 children in their 20’s including her disabled son Brady and she provides specialist advice to families around the country who have someone with disability or special needs. She is also a Director on the Viridian Foundation and Kindred Spirits Foundation and is active in her Community and with Philanthropy generally.

Kathy's key specialist skills aside from disability, are with complex structures and HNW families, Philanthropy and advice to women; ensuring they are best positioned to take control of their finances and therefore achieve their life aspirations. She is passionate about making a difference in peoples lives through quality advice.

In 2022 Kathy was a Finalist in the Female Excellence in Advice Award nationally. Prior awards include 2014 and 2016 winning the FPA Community Service Award and Women in Financial Services Pro Bono Award in 2016.


  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.86
  • Number of reviews 14
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Master of Entrepreneurship and Innovation
  • Language spoken
    • English

Viridian Financial Group Limited

Level 17, 120 Collins St
Melbourne, VIC 3000

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223