For over 25 years, I have been working with families and individuals to ensure the optimisation and protection of wealth and, at the right time, its transition to the next generation.
My extensive experience and networks provide each client a unique solution to them.
Essential to the tailored strategies that evolve, is the deep understanding of what is important to each client and then working closely and relentlessly with them to reach an agreed pathway that leads to clearly defined family milestones.
I am supported by a team of specialists to meet the diverse needs of high-net-worth families and individuals to ensure family harmony and proper governance.
I understand that nothing in life can be carried out without accountability. Taking this commitment seriously, I am willing to accept responsibility to get clients to where they need to be.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 2001
- Years of experience 23
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Viridian Financial Group Limited
Level 24, 140 St Georges Terrace
Perth, WA 6000Meeting methods
- In person
- Phone
- Video call
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223