Ellen has worked in financial services since 2007 and has obtained a Master of Financial Planning. She specialises in retirement planning advice and enjoys giving clients confidence in relation to their financial decision making and what is possible. Ellen also provides comfort via ongoing advice covering superannuation & SMSF's, investment management, tax efficiency and Centrelink benefits.
Ellen has been absolutely fantastic in dealing with our financial needs. She has given advice that is easy to understand and handled all the documents that needed to be filled, which has taken away a huge amount of stress that we didn’t need. I would definitely recommend Ellen for any financial advice.
Ellen was recommended to me by a trusted friend and I have been immensely satisfied with all of Ellen’s advice and support over the past 2 years. Heading towards preservation age, I needed someone with runs on the board to guide me over the coming years. If you require someone who listens well, is methodical in their personalised approach to retirement planning for you, understands how much or little risk you can handle, and then explains suggestions clearly and in a language you will understand- then don’t hesitate to contact Ellen. I have recommended her to 5 other friends approaching the age when sound retirement guidance is vital.
Her knowledge and advice were beneficial to our requirements for ongoing investment growth while accessing funding of my early retirement.
Very knowledgeable and helpful
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2014
- Years of experience 9
- Master of Financial Planning
Viridian Financial Group Limited1 Alexander St
Burnie, TAS 7320
- 9:00am – 5:00pm Monday – Friday
Viridian Advisory Pty Ltd