Our Core Principle: Inclusivity
Viridian is 100% owned by staff and clients. Our aim is for all staff to be aligned ‘owners’ and share in the long-term success of the business.
- CO-FOUNDER, CEO & DIRECTOR
Jim TellisCO-FOUNDER & JOINT HEAD OF VPW
Michael EhrentrautCO-FOUNDER, CSO & DIRECTOR VIRIDIAN FOUNDATION
Raamy ShahienCO-FOUNDER & GROUP MANAGING DIRECTOR
Brett ArnolCO-FOUNDER & JOINT HEAD OF VPW
Rita AgatiHUMAN RESOURCES DIRECTOR
Abigail BarnardCHIEF FINANCIAL OFFICER
Piers BolgerCHIEF INVESTMENT OFFICER
Todd CliffordGENERAL MANAGER VIRIDIAN SELECT
Adam YoukhanaGENERAL MANAGER - STRATEGIC PARTNERSHIPS
Kasia GascoigneCHIEF RISK OFFICER
Glenn CalderCO-FOUNDER, CEO & DIRECTOR
Raamy ShahienCO-FOUNDER & GROUP MANAGING DIRECTOR
Neil McMullinNON-EXECUTIVE DIRECTOR & CHAIRMAN
James JoughinNON-EXECUTIVE DIRECTOR
Tony BarryNON-EXECUTIVE DIRECTOR
Dolores DiezNON-EXECUTIVE DIRECTOR
Derek RussellCOMPANY SECRETARY
Prior to establishing her marketing communications and public relations consultancy in 1996, Dolores practised as a professional communications marketer spanning business-to-business, business-to-partners and directly to end users for leading corporations in Australia, New Zealand and Asia.
Dolores fervently believes that “the promises you make and the promises you keep” define your ultimate standing. In a corporate sense this requires a tight and trusting relationship with staff, clients and key stakeholders.
She has a lifelong passion for investment across diverse asset classes and the attainment of financial independence and is especially focused on the education and financial literacy of women.
Dolores is also a Director on the Board of the Viridian Foundation. She holds a Master of Business (Marketing), Graduate Diploma in Marketing, Bachelor of Arts (Hons) and Graduate Diplomas of Education and Supervisory Management (UK). She is a member of the AICD.
CO-FOUNDER & JOINT HEAD OF VPW
Jim has 30 plus years of experience in the financial services industry. He has created, led and coached high performance financial planning teams. Prior to co-founding Viridian, he was at the forefront of Westpac’s partnerships concept – Westpac’s most experienced and best-performing advisers.
He holds a Bachelor of Economics and an Advanced Diploma of Financial Services (Financial Planning).
James has over 35 years general corporate finance experience advising private, public listed and multi-national companies. He has also lectured at Monash University in Mergers and Acquisitions.
James is a highly experienced ASX listed and private company Director. He is currently the Non-Executive Chairman at Spirit Technology Solutions Ltd (ASX:ST1) and a Non-Executive Director at Bio-Gene Technology Limited (ASX:BGT), Mydeal.com.au Ltd (ASX:MYD) and Melbourne Institute of Technology Pty Ltd.
Prior to his career as a non-executive director James was a Partner in a Big 4 accounting professional services firm and specialised and led the Melbourne office in its corporate finance section in the areas of mergers & acquisitions, IPOs, debt and equity raisings and private equity. James is a CPA and Graduate member of the AICD.
NON-EXECUTIVE DIRECTOR & CHAIRMAN
Neil ensures the Board plays an active role in strategic discussion and approval; including establishing basic priorities, ethical values, policies and attitudes for Viridian and ensuring that probity is maintained in financial and operating performance and reporting. This is especially important in an agile and rapidly growing organisation such as Viridian.
He has a renowned and successful career as a paediatric surgeon. He has published 23 medical contributions in peer-reviewed international journals, has lectured in leading tertiary institutions and presented papers internationally.
Neil’s empathy with patients as well as extensive research skills bring both strong listening and analytical capabilities to the Board. These are complemented by his depth of organisational strategy and company growth planning based on his successful medicine and sports business experience over the last 22 years. Additionally, he has worked part-time as a fund manager and biotech analyst in the hedge fund industry.
The love of sport has continued throughout his life from playing football for his beloved Melbourne Football Club to co-founding OMP Sports Management. Today he is a keen cyclist.
His qualifications and memberships include Bachelor of Medicine and Bachelor of Surgery, Fellow of the Royal Australasian College of Surgeons (General and Paediatric), Graduate Diploma in Applied Finance and Investment, GAICD.
CO-FOUNDER & GROUP MANAGING DIRECTOR
Raamy is responsible for executing the business strategy and driving operational excellence across the group. He began his career with Westpac in 2005, becoming a partner in 2010. His business became the largest practice nationally, providing advice to ultra high-net-worth families in Melbourne.
Raamy holds a Bachelor of Law and Finance, and a Diploma in Finance Planning.
CO-FOUNDER, CEO & DIRECTOR
Glenn takes the company vision and makes it reality through rigorous strategy development, research and governance.
He holds a Bachelor of Education, Master in Business Administration, is an Accredited Derivatives Adviser (Level 1 & 2) and is a Certified Financial Planner.
CO-FOUNDER, COO & DIRECTOR VIRIDIAN FOUNDATION
Michael has over 22 years experience in the banking and finance industry. He has led large teams across a range of market leading companies such as Barclays, Westpac, ANZ and Medibank.
Michael holds a Bachelor degree with majors in Economics and Organisational Psychology, Diploma in Financial Planning, Graduate Diploma in Banking and Master in Business Administration.
CO-FOUNDER & JOINT HEAD OF VPW
Brett began his career with Westpac in 2004, becoming one of the most successful Advisors in Australia for Westpac Advice.
Brett holds a Bachelor of Commerce in Economics and Finance and Diploma and Advanced Diploma in Financial Services. He has qualifications in Self- Managed Super Funds, Margin Lending, Advanced Derivatives Accreditation’s (ADA 1 & 2) 2017.
CHIEF FINANCIAL OFFICER
Abigail leads Viridian’s finance function, with a focus on capital management, business reporting and transaction finance. She has extensive experience in a range of complex audit structures and accounting matters. Abigail holds a Bachelor of Business (Accounting) and Graduate Diploma of Chartered Accounting.
Tony has over 25 years’ experience in engineering and held executive positions in a number of large and market leading organisations, domestically and offshore. Tony was an Aurecon Global Board Member and Chairman and Director of a number of subsidiary companies in the Aurecon group as well as having been on the board of the various head entities of Connell Wagner and Aurecon since 2000. His expertise in the areas of governance, succession planning, mergers, integrity, risk and insurance is a major asset to the Board.
Tony was the National President of the Association of Consulting Engineers of Australia from late 2004 to 2006, and remained a director until November 2008. From 2007 – 2009, Tony chaired the Construction Industry CRC Dispute Avoidance and Resolution Taskforce and in 2015, Tony was appointed to the board of the International Federation of Consulting Engineers (FIDIC). He was presented the Engineers Australia – Sydney Division – Professional Engineer of the Year Award in 2006 and in 2009 the ACEA President’s Award.
CHIEF INVESTMENT OFFICER
Piers has over 25 years industry investment experience. He is responsible for the overall management of Viridian’s investment portfolios and new strategies. Piers holds Bachelor Degrees in Commerce and Arts majoring in Macroeconomics and Political Science, Post Graduate Degree in Applied Finance & Investment & Masters Degree in Applied Finance.
GENERAL MANAGER VIRIDIAN SELECT
Todd heads up the Licensee Services division of Viridian (Viridian Select). He began his career in the Police Force. Building on his passion for helping people and a fervent interest in Finance, Todd embarked on a shift of direction creating his own business in 2002. In 2017 Todd merged his business with Viridian Advisory after discovering a deep-seated cultural alignment.
HUMAN RESOURCES DIRECTOR
Rita is an experienced HR leader with a passion for leading transformations. Rita has deep financial services experience as previous HR leader at Aviva PLC, IAG and ANZ.
Rita holds a Bachelor Degree in Politics, Graduate Diploma in HR Management and has completed executive education programs at UNSW and London Business School.