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Showing 11 - 20 of 30 results for "Viridian Advisory"

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... profession, their community and their clients. The finalists are Amie Baker from Rekab Advice, Kathy Havers from Viridian Advisory, Morgan Hayward from Yield Financial Advisory, Madeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique Advisers ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... the team provided timely counsel on the path we needed to take - or risk blowing ourselves up," Viola said. Viridian Advisory chief executive Glenn Calder also offered his support: "We see people working together, sharing, and collaborating as the pinnacle ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... Westpac exited personal financial advice, closing its licensees and selling a proportion of its advisers to Viridian Advisory. In the general insurance case, it is alleged the bank distributed duplicate property insurance policies to more than 7000 customers ...

Viridian opens new offices

KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
In some pre-holiday spending, Viridian Advisory over 20 new offices in November, and is looking to launch a mobile app in 2020, says chief executive Glenn Calder. The new locations will house advisers that Viridian picked up last year when it acquired ...

Financial Standard Holiday Cooking Guide 2019

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2019
Some of Australia's financial services industry leaders share their favourite recipes for the festive season - some naughty, some nice. If you're looking for something to do with your down time this holiday season, why not try out a recipe from ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... Planning, but what eventuated was even bigger. The following month the group sold off part of its advice arm to Viridian Advisory and shuttered its aligned dealer groups, Magnitude and Securitor. Advisers were given the option of going elsewhere, though ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... group Benjamin Regnat; and head of SPDR ETFs, Australia and Singapore Meaghan Victor. The group also comprised: Viridian Advisory chief investment officer Piers Bolger; Morgan Stanley vice president, head of product Shaun Bornstein; Credit Suisse executive ...

Boutique distribution lead departs

JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
The head of distribution at a boutique fund manager has taken a new role with Viridian Advisory. Former Fortius Funds Management head of distribution Rebecca Pun is now a portfolio manager at Viridian Advisory. In the new role, Pun is responsible for ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... personal financial advice announced earlier in the year and offloaded many of its advisers to Melbourne-based Viridian Advisory. The exact terms of Wright's departure from BTFG have not yet been made public. Xplore Wealth offers platform, administration ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... including single sector assets, licensees and innovation. Taking home the licensee managed account award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving ...