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Adam Wighton

Viridian Financial Group Limited

Bronze
6 Yrs Experience
Burnie, TAS 7320

I am a client focused Financial Advisor, who enjoys engaging with people to help them achieve their financial success. I enjoy guiding my clients through the ever-changing rules and numbers and finding strategies which help them to feel secure, while also working to achieve their goals. I consider my approach to be holistic and I'm competent across a variety of strategies and client demographics.

It's important to recognise that everyone has a unique situation which requires personalised solutions, and I enjoy taking the time to fully understand my clients and their families, financial position and goals. Being able to develop a solution or strategy for them, and then working together to put that in place is greatly satisfying.

I provide advice across all areas of planning including superannuation, retirement planning, transition to retirement, SMSF and wealth creation advice. I have a speciality in personal insurances including Income Protection. I have been in the financial services industry for the last 20 years or so, with the last 4 of those as a Financial Advisor, and am supported by an excellent team.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Viridian Financial Group Limited

1 Alexander St
Burnie, TAS 7320

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223