I am a Senior Financial Advisor with Viridian Advisory located in Canberra and provide services in the ACT and Southern NSW region including the South Coast. I have been in the financial services industry for over 25 years, nearly 20 of those as as a financial advisor. I have worked for trustee companies, small boutique and large listed companies.
I am passionate about educating and informing clients in a way they understand and appreciate so they may make decisions to achieve both their lifestyle and financial goals.
We are an independent financial advisory firm that provides unbiased and tailored advice to our clients. Our fee structure is transparent and fair, reflecting the value we deliver. We charge a one-time fee for initial advice and implementation, and an ongoing fee for strategy and investment allocation advice. The ongoing fee consists of a fixed component for strategy and a variable component based on the asset value of the portfolio managed.
Presented required information in manner which I could understand
Available to answer any question at any time
He's always well prepared for meetings, listens to me, and provides me with sound advice.
James is approachable and is always available to answer any queries when they arise.
Comment not provided
Friendly, easy to understand, gets to the point.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Applied Finance
- Graduate Diploma of Financial Planning
Viridian Financial Group LimitedGround Floor, 73 Northbourne Ave
Canberra, ACT 2601
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Viridian Advisory Pty Ltd