David Klein

David Klein

Executive Financial Advisor

As a dedicated financial advisor at Viridian Advisory, I am committed to providing highly personalized and comprehensive financial services to our esteemed clients across Australia. With a strong focus on investment advice, superannuation, estate planning, insurance, lending, and bespoke portfolio management, we take pride in our ability to truly understand our clients' aspirations and help them achieve their desired lifestyle.

Financial Advisor since 1996

Collaborate with high net worth individuals and sophisticated investors to assess their current financial situation and develop tailored strategies for their future goals.

Specialize in retirement planning, self-managed superannuation funds, estate planning, and wealth protection.

Conduct in-depth financial analysis, risk assessment, and investment research to ensure informed decision-making and optimize portfolio performance.

Provide ongoing guidance and support to clients, adjusting strategies as needed to adapt to changing market conditions and personal circumstances.

Cultivate strong relationships with clients through regular communication and personalized attention, ensuring their financial well-being and satisfaction.

Advanced Diploma finacial planning.

SMSF accrediatation

Advanced deravatives

Retirement Planning

Investment Analysis

Wealth Management

Estate Planning

Superannuation

Risk Assessment

Portfolio Management

Client Relationship Management

Member of the Financial planners assocation

David Klein

Executive Advisor

AdvDipFinPlan DipFinServ ADA1

T 03 8559 3301 | M +61 466 590 230 | E dklein@viridianadvisory.com.au

Level 17, 120 Collins Street, Melbourne VIC 3000 | www.viridianadvisory.com.au

I am passionate about helping individuals achieve financial security and pursue their dreams. If you are seeking expert guidance or have any financial inquiries, I invite you to connect with me. Let's work together to create a customized plan that aligns with your unique goals and aspirations.