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.
Expertise
My fees
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.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 2003
- Years of experience 21
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Highest qualifications
- Graduate Diploma of Applied Finance
- Graduate Diploma of Financial Planning
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Language spoken
- English
Viridian Financial Group Limited
Ground Floor, 73 Northbourne AveCanberra, ACT 2601
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223
