Search Results | Showing 1 - 10 of 34 results for %22Viridian%22 |
| | ... 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 ... |
| | | ... 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 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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... year after an extended hiatus. For the full experience click here to see recipes from AMP Capital's Marsha Beck, Viridian Advisory's Glenn Calder, Sunsuper's Anne Fuchs and Colonial First State's Scott Tully. You can also find some delicious ... |
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