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Showing 1 - 4 of 4 results for "Enlightened Financial Solutions"

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... Acquisition strategy Earlier this year, Viridian acquired Queensland-based boutique advice firm, Enlightened Financial Solutions, planning to leverage its digital capabilities, such as video Statements of Advice (SoA). The deal aligns with Viridian's ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... firm, with plans to leverage its use of video Statements of Advice (SoAs). Viridian has acquired Enlightened Financial Solutions, founded by chief executive and Financial Standard Power50 adviser James Wortley. While owned by Viridian, Enlightened Financial ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Tupicoffs (QLD) FPA Professional Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions (QLD) FPA Financial Planner AFP of the Year Award Leanne Bielik - 2020 Wealth (VIC) Michelle Maguire - MLC Advise (NSW) ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Finance Integrated FPA Professional Practice of the Year Award Capital Partners, West Perth (WA) Enlightened Financial Solutions, Mackay (QLD) ipac West Australia, Subiaco (WA) FPA University Student of the Year Award Hilary Acheson, University of New ...
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