Search Results | Showing 1 - 10 of 28 results for "Viridian Advisory" |
| | | ... 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 concerns ... |
| | | | A new survey shows financial 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 ... |
| | | | 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 ... |
| | | | ... 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 Wealth Advisers ... |
| | | | 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 ... |
| | | | ... 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 is 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 ... |
| | | | ... 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 Advisers ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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