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Showing 1 - 10 of 35 results for "Viridian"

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August, Edge ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... The Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory, Iconic Wealth's Kelly King, and Carla Williams of Sufficient Funds are finalists for the FAAA Inspire Women Excellence ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
Viridian Financial Group has acquired a Queensland-based boutique advice 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 ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... this new platform to continue to drive positive change in the advice profession." Also nominated were Kathy Havers from Viridian Advisory, Morgan Hayward of Yield Financial Advisory, Magdeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... their 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 ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... crossroads, Kon and 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 ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... said. In 2019 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 ...

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 ...
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