Ellen Leary

Viridian Advisory Pty Ltd

Silver
8 Yrs Experience
Burnie, TAS 7320
Ellen commenced her career with Zest Wealth Advisers in 2007, acquiring ten years industry experience prior to joining Viridian Advisory (along with the broader Zest team) in 2017. Ellen’s driven nature and ability to problem solve have provided her with the opportunity to experience a number of roles over the past decade - technical, managerial and client facing (financial advice & mortgage broking). Ellen’s decision to focus on private client advice was driven by her passion to help others - she will go above and beyond to ensure the best possible outcomes for her clients. Ellen has obtained a Graduate Certificate in Financial Planning, SMSF & Direct Equity Qualifications as well as a Certificate IV in Finance & Mortgage Broking. In 2015 Ellen was awarded a scholarship to study Retirement Planning at the UNSW Business School of Risk & Actuarial Studies and she is currently completing a Master of Financial Planning with Griffith University. Ellen particularly enjoys complex areas of advice and technical strategies but is also passionate about helping new clients to put a financial plan in place.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Viridian Advisory Pty Ltd

1 Alexander St
Burnie, TAS 7320

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Her knowledge and advice were beneficial to our requirements for ongoing investment growth while accessing funding of my early retirement."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable and helpful"

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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