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Showing 1 - 10 of 41 results for "Viridian"

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth. Viridian chair James Joughin said: "By combining the strengths of both companies, the Viridian board anticipates ...

What to expect in the 2025 Federal Budget

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... Budget very responsibly to here and we will manage the Budget very responsibly from here." An adviser poll conducted by Viridian Advisory revealed that the cost-of-living crisis, the current housing shortage, and aged care policies are dominating client ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... profession. The news of the loss of further education institutions is worrying in this context," Palmer said. It comes as Viridian Financial Group co-founder Brett Arnol said with HSC results in New South Wales released next week, school leavers should ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have to collaborate with other advice ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
Colonial First State (CFS) and Viridian Advisory have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Bountiful Wealth managing director and senior financial planner Michael Kerr Aureus Financial chief executive Jackson Millan Viridian Advisory senior financial adviser Amanda Ragkousis Sherlock Wealth owner and head of advice Andrew Sherlock Prosperity ...

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 ...
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