People & Culture


“Viridian’s company culture is built on connectivity. If we want to deliver an exceptional experience for clients, that starts with an exceptional workplace for our people. If we expect our people to always do what’s right by clients, we must always do what’s right by them.”

Rita Agati, HR Director

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.

  • Glenn Calder

    Glenn Calder

    CO-FOUNDER DIRECTOR & CEO

    Raamy Shahien

    CO-FOUNDER DIRECTOR & EXECUTIVE ADVISOR

    Neil McMullin

    NON-EXECUTIVE DIRECTOR & CHAIRMAN

    James Joughin

    NON-EXECUTIVE DIRECTOR

    Tony Barry

    NON-EXECUTIVE DIRECTOR

    Dolores Diez

    NON-EXECUTIVE DIRECTOR

    Derek Russell

    COMPANY SECRETARY
  • Glenn Calder

    Glenn Calder

    CO-FOUNDER DIRECTOR & CEO

    Jim Tellis

    CO-FOUNDER & GENERAL MANAGER

    Michael Ehrentraut

    CO-FOUNDER, COO & DIRECTOR VIRIDIAN FOUNDATION

    Raamy Shahien

    CO-FOUNDER DIRECTOR & EXECUTIVE ADVISOR

    Brett Arnol

    CO-FOUNDER & EXECUTIVE ADVISOR

    Rita Agati

    HR DIRECTOR

    Todd Clifford

    EXECUTIVE ADVISOR & HEAD OF CLIENT EXPERIENCE
  • Glenn Calder

    Glenn Calder

    CO-FOUNDER DIRECTOR & CEO

    Jim Tellis

    CO-FOUNDER & GENERAL MANAGER

    Michael Ehrentraut

    CO-FOUNDER, COO & DIRECTOR VIRIDIAN FOUNDATION

    Raamy Shahien

    CO-FOUNDER DIRECTOR & EXECUTIVE ADVISOR

    Neil McMullin

    NON-EXECUTIVE DIRECTOR & CHAIRMAN

    Nicole Quan

    SENIOR COORDINATOR

    James Joughin

    NON-EXECUTIVE DIRECTOR

    Tony Barry

    NON-EXECUTIVE DIRECTOR

    Dolores Diez

    NON-EXECUTIVE DIRECTOR

    Brett Arnol

    CO-FOUNDER & EXECUTIVE ADVISOR

    Adam Hadley

    CO FOUNDER & EXECUTIVE ADVISOR

    Jeff Hanna

    CO FOUNDER & EXECUTIVE ADVISOR

    Rita Agati

    HR DIRECTOR

    Sarah White

    HR MANAGER

    Abigail Barnard

    HEAD OF FINANCE & AUDIT

    Alessandra Wills

    ADMINISTRATIVE ASSISTANT

    Alisha Quattrone

    CONCIERGE

    Andrew Gratton

    PORTFOLIO MANAGER

    Anna Del Biondo

    EXECUTIVE ADVISOR

    Anna Kalla

    CLIENT SERVICE MANAGER

    Ben Casley

    ASSOCIATE PORTFOLIO MANAGER

    Brad Vaughan

    PARAPLANNER

    Cara Volkofsky

    ADMINISTRATION ASSISTANT

    Celeste Polson

    CLIENT SERVICE MANAGER

    Chris Adams

    PORTFOLIO MANAGER

    Chris Reynolds

    GRADUATE PORTFOLIO MANAGER

    Daniel Albanes Valenzuela

    FINANCIAL ADVISOR

    Dale Morgan

    EXECUTIVE ADVISOR

    David Gormanns

    PORTFOLIO MANAGER

    David Klein

    EXECUTIVE ADVISOR

    Derek Russell

    COMPANY SECRETARY

    Debbie Tat

    CLIENT SERVICE MANAGER

    Dimitra Koutsougeras

    LENDING ASSOCIATE

    Dylan Herd

    CLIENT SERVICE MANAGER

    Gregory Lee

    SENIOR PARAPLANNER

    Henry Wright

    HEAD OF VPM & PORTFOLIO MANAGER

    Hugh Goodfellow

    ASSOCIATE PORTFOLIO MANAGER

    Ian Granter

    DIRECTOR CLIENT SERVICES

    Itxel Burgos

    ADMINISTRATIVE ASSISTANT

    Jade Sandkuhl

    PORTFOLIO ADMINISTRATOR

    James Dimos

    EXECUTIVE ADVISOR

    James Williams

    EXECUTIVE ADVISOR

    Jamie Dela Vega

    CLIENT SERVICE MANAGER

    Jason Gan

    ASSOCIATE DIRECTOR

    Jason King

    EXECUTIVE ADVISOR

    Jennifer Warwick

    EXECUTIVE ADVISOR

    Jo Morgan

    PRACTICE DEVELOPMENT MANAGER

    Jodi Collins

    EXECUTIVE PARAPLANNER

    Joanna Sun

    EXECUTIVE ADVISOR

    Karen Watson

    CLIENT BUSINESS MANAGER

    Kasia Gascoigne

    COMPLIANCE & RISK MANAGER

    Katrina Pocklington

    CLIENT SERVICE MANAGER

    Kathy Havers

    EXECUTIVE ADVISOR

    Lakshan Weerasinghe

    CLIENT SERVICE MANAGER

    Linda Liew

    ADVISER SERVICES MANAGER

    Lisa Ivey

    OPERATIONS ASSOCIATE

    Matthew Hill

    CLIENT SERVICE MANAGER

    Melissa Lyon

    EXECUTIVE CONCIERGE

    Martin Sherwood

    EXECUTIVE ADVISOR

    Michael Attard

    PRODUCT SERVICES ASSOCIATE

    Michelle Overs

    PORTFOLIO ASSISTANT

    Mitchell Burger

    FINANCIAL ADVISOR

    Rie Maki

    ACCOUNTING & FINANCE MANAGER

    Shona Klibingaitis

    RELATIONSHIP MANAGER - FINANCE

    Stephen Earp

    CHIEF BRAND OFFICER

    Steven Ristevski

    EXECUTIVE ADVISOR

    Thien Tran

    CLIENT SERVICE MANAGER

    Titama Nia

    CLIENT SERVICE MANAGER

    Tom Kertapati

    SENIOR PARAPLANNER

    Tori Coils

    CLIENT SERVICE MANAGER

    Trust Bosha

    ASSOCIATE PORTFOLIO MANAGER

    Valerie Yang

    CLIENT SERVICE MANAGER

    Zora Costas

    CLIENT SERVICES MANAGER
  • Damien Cameron

    RELATIONSHIP MANAGER - FINANCE

    Dean Herbert

    RELATIONSHIP MANAGER - FINANCE

    Jenny Carmichael

    RELATIONSHIP MANAGER - FINANCE

    Kirsty Brooks

    LENDING ASSOCIATE

    Liz Bentick

    FINANCIAL ADVISOR

    Michelle Matthews

    ACCOUNT MANAGER

    Samantha Thompson

    FINANCIAL ADVISOR

    Teagan Pocklington

    SENIOR PORTFOLIO ADMINISTRATOR
  • Piers Bolger

    CIO

    Virginnia Hottes

    DIRECTOR VNSW & EXECUTIVE ADVISOR

    James Walker

    DIRECTOR VNSW & EXECUTIVE ADVISOR

    Virginia Tamborini

    EXECUTIVE ADVISOR

    Dominic Mlcek

    PORTFOLIO MANAGER

    Jacqueline Huynh

    CLIENT BUSINESS MANAGER

    Michelle Ho

    SENIOR CLIENT SERVICE MANAGER

    Felicity Woodley

    CLIENT SERVICE MANAGER

    Cliff Neale

    CHIEF TECHNOLOGY OFFICER

    Tom Castle

    CHIEF TECHONOLOGY OFFICER

    Gina Zhang

    CLIENT SERVICE MANAGER
  • Adam Wighton

    SENIOR PARAPLANNER

    Andrew Cooper

    EXECUTIVE ADVISOR

    Dennis Prouse

    EXECUTIVE ADVISOR

    Ellen Leary

    SENIOR FINANCIAL ADVISOR

    Judy Best

    CLIENT SERVICE MANAGER

    Kira Johnston

    CLIENT SERVICE MANAGER

    Todd Clifford

    EXECUTIVE ADVISOR & HEAD OF CLIENT EXPERIENCE
  • Sharna Meinertz

    EXECUTIVE ADVISOR

    Calum Laing

    EXECUTIVE ADVISOR

    David Pitt

    EXECUTIVE ADVISOR

    Derek Mondy

    EXECUTIVE ADVISOR

    Natalie Hinton

    CLIENT SERVICE MANAGER

    Natasha Hayman

    CLIENT SERVICE MANAGER

    Paul Callaghan

    SENIOR FINANCIAL ADVISOR

    Raksha Gorasia

    CLIENT BUSINESS MANAGER

    Shelagh Newham

    CLIENT SERVICE MANAGER

Speak to our experienced team today…

Jason King

EXECUTIVE ADVISOR

Jason is a Certified Financial Planner and has over 30 years experience in the Financial Services industry, spread between management, strategic technical advice coaching and client facing advisory roles.

Prior to joining Viridian Jason successfully ran his own practice for 10 years. At Viridian he now has the complete advisory toolkit at his disposal.

Jason will spend time with you to understand ‘What needs to go right” in the future to help you focus on the important life goals. He will then help you define the better financial version of your life and then precisely what can done strategically to achieve that outcome.

The Viridian advisory team are focused on bringing you access to the very best professionals in the industry both internally and externally. This will include investment expertise, strategic financial planning, in house lending specialists and specialist advisers in key areas of aged care, special disability trusts and philanthropy. In addition we will work with existing trusted advisers and in need will arrange referrals to experts in Tax, Business Planning, Self Managed Superannuation Administration and Estate Planning.

Dolores Diez

NON-EXECUTIVE DIRECTOR

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. Her energies focus on creating strategies for the development, management and ongoing communications of corporate reputation.

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 many asset classes and the attainment of financial independence and is especially focused on the education and financial literacy of women.

Dolores 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.

Joanna Sun

EXECUTIVE ADVISOR

“In the grand scheme of things, money is not that important. It is significant only to the extent that it allows you to enjoy what is important to you.”

Joanna has more than 8 years of experiences in the Finance industry, her work ethic has not only inspired her colleagues but also her clients, she truly believes every great accomplishment has a sound strategy behind it, and creating your future financially or personally is no different. Joanna has extensive experiences in dealing with all different segments of clients from mass market to UHNW. Recent years, she has been working with HNW and UHNW families in both Westpac and Bank of Melbourne Private Bank space, manages a client base of over $300mil within the last 3 years. During her time as an advisor, she has build a solid personal brand amongst the community and in particular the Asian community.

Joanna also has existing solid experience in Commonwealth Bank and AMP Financial Planning, being a high performer player in every step of her career, she has never stopped exploring innovative way of continuously improve herself and be an exceptional advisor. She has won several awards during her time with Commonwealth Bank, and she has won Adviser of the Year award with AMP. During her time with the BT Private bank, she was nominated numerous times for BT star and BT blue awards.

Kathy Havers

EXECUTIVE ADVISOR

Kathy has three unique areas of specialisation over many years: advice to Women, advice to Families who have someone with a Disability and also Philanthropy. She has a personal connection with the first two, especially via her son Brady, who is autistic. She is also actively involved in Not for Profits (NFPs), serving on the Board of Kindred Spirits Foundation which she assisted in founding some 11 years ago.

Bringing together her life skills with financial planning specialties in dealing with these unique sectors and the complexity they bring, also sees her widely sought after by other professionals for their clients. Kathy is a Certified Financial Planner, has a Masters of Entrepreneurship and Innovation and is a Graduate of the Australian Institute of Company Directors. She was appointed an inaugural Director on the Viridian Foundation which serves to really enact Viridian’s Community Values. Kathy has a genuine passion for helping people reach their aspirations and for bringing greater value and meaning to the lives of marginalised members of our community.

Jim Tellis

CO-FOUNDER & GENERAL MANAGER

Jim has more than 30 years of experience in the financial services industry. Jim has established a reputation for creating and developing successful wealth advisory teams. His model for success is by creating a strong, shared culture of trust, authenticity and commitment to themselves and their clients.

For the last ten years, Jim created, led and coached Westpac’s number one financial planning team. He has been at the forefront of Westpac’s partnerships concept, which represents Westpac’s most experienced and best-performing advisers.

Jim’s teams have won the coveted Westpac Partnership of the Year Award on two occasions in the past five years. His teams have managed over $2 billion dollars in clients funds.

Due to Jim’s success and experience, he has been involved in many projects and initiatives.

He holds a Bachelor of Economics and an Advanced Diploma of Financial Services (Financial Planning).

James Joughin

NON-EXECUTIVE DIRECTOR

James was a former senior Partner of Ernst & Young’s Melbourne office in the Corporate Finance Division and a Director of Ernst & Young Transaction Advisory Services Pty Ltd. He was with the firm for over 26 years and Partner for 17 years.

He 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 currently on the Board of Directors for Spirit Telecom Ltd, Melbourne Institute of Technology Pty Ltd and Daronmont Technologies Pty Ltd.

James is a CPA and Graduate member of the Australian Institute of Company Directors.

Neil McMullin

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.

Raamy Shahien

CO-FOUNDER DIRECTOR & EXECUTIVE ADVISOR

Raamy began his career with Westpac in 2005. Working as a financial advisor, Raamy quickly cemented himself as a key member of their private banking division. His success was recognised within the broader Westpac group, receiving several awards.

In 2009, Raamy was nominated for the RFI Financial Advisor of the Year. A recognition of Raamy’s standing as an advisor nationally, across all private banks. Becoming a partner in 2010, Raamy’s business became the largest practice nationally, providing advice to ultra-high-net-worth families in Melbourne.

Having completed a Bachelor of Law and Finance, and a Diploma in Finance Planning, Raamy is highly qualified and experienced in helping clients build and protect their wealth.

Raamy is passionate about helping clients define their visions, achieve their goals and create a legacy. His personal approach, and mindset to take the least amount of risk possible to achieve goals, is one that resonates with clients.

Glenn Calder

Glenn Calder

CO-FOUNDER DIRECTOR & CEO

Glenn is CEO, Executive Director and Co-founder of Viridian Advisory. His role is to take the company vision and make it reality through rigorous strategy development, research and governance.

Glenn intuitively sees the threads of opportunity winding through the marketplace, as well as his organisation, bringing them together into a coherent whole to drive material business advantage. Inspirational leadership grounded in financial intelligence and cultural inclusivity are his hallmarks.

Glenn’s ability to collaborate and engage with a diverse range of people inspires all those connected to the Viridian community. Glenn believes that building and nurturing trusted relationships and consistently helping clients meet their financial goals are the foundation for success of clients and the Viridian business.

Glenn began his career in education prior to moving into the financial planning and investment sector nearly 20 years ago. He holds a Bachelor of Education, Master in Business Administration, is an Accredited Derivatives Adviser (Level 1 & 2) and is a Certified Financial Planner.

Michael Ehrentraut

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 throughout its 2014 public listing.

He has been a representative on the advisory board of the Smith Family as well as the Western Australian Olympic Council and for 5 years was a member on FINSIA’s Victorian Regional Council. More recently, Michael has served as Director on the Board of Bass Coast Health and as well as the Board of Early Childhood Management Services (ECMS).

Michael is currently on the Business Development Committee for Foundation 49, raising awareness for men’s health issues.

Michael holds a Bachelor degree with majors in Economics and Organisational Psychology. He’s also completed a Diploma in Financial Planning and a Graduate Diploma in Banking – majoring in Investments and Taxation. More recently, Michael completed his Masters in Business Administration.

Nicole Quan

SENIOR COORDINATOR

Nicole graduated from Deakin University in 2007, having completed a Bachelor of Commence (majoring in Sport Management and Commercial Law).

Post University Nicole joined a boutique legal firm where she quickly progressed to managing the practice. Nicole’s passion for finance soon found her working within the advisory business of Westpac Private Bank, becoming a team manager for one of largest partnership teams within Westpac.

Nicole’s transition to Viridian has seen her continue to develop and expand her skill set, commencing a role of Senior Coordinator and Corporate Secretary of Viridian Portfolio Management.

Brett Arnol

CO-FOUNDER & EXECUTIVE ADVISOR

Brett began his career with Westpac in 2004, before leaving to manage the Hobart branch of RetireInvest. In 2006, he re-joined Westpac in their Melbourne office as a Senior Financial Advisor in the Premium Financial Services Division.

In a period spanning a decade in Victoria, Brett developed into being one of the most successful Advisors in Australia for Westpac Advice. Brett’s dedication to his craft as a professional Advisor translated in many ways including high customer satisfaction responses, high retention of clients and high levels of performance outcomes. He also was on many ‘think tanks’ which has shaped the direction and success of other Advisors in the bank system. Brett was the recipient of several National and State awards while with Westpac.

Brett holds a Bachelor of Commerce in Economics and Finance and Diploma and Advanced Diploma in Financial Services. He has continued his education by completing qualifications in Self-Managed Super Funds, Margin Lending, Advanced Derivatives Accreditation’s (ADA 1 & 2) 2017.

Sarah White

HR MANAGER

Sarah brings extensive knowledge and experience to the Viridian Group, having had an accomplished career of over 25 years in the financial services industry.

Sarah’s ability to adapt to and manage change in our constantly evolving Industry, has seen her occupy positions in Human Resources, Administration and Operations. In more recent years, Sarah has held roles in Westpac Premium Banking, as an Executive Assistant and Westpac Financial Planning, as a Team Assistant to high performing Premium and Private Bank Planning teams, transitioning to an Executive Assistant and Operations Manager role, prior to commencing with Viridian Advisory, as Executive Assistant and HO Human Resources.

Abigail Barnard

HEAD OF FINANCE & AUDIT

Adam Hadley

CO-FOUNDER & EXECUTIVE ADVISOR

Adam has over 15 years’ experience in the Financial Services Industry having worked at ANZ and IFFP before moving to Westpac in 2008 as a Partner and Senior Financial Planner in the Premium and Private Banking Divisions in Melbourne.

Adam was one of the early pioneers of the Fee-For-Advice model as he helped build the current fee-for-advice model that is prominent in the market place, for one of the big four banks.

Adam has built a reputation in being able to translate highly complex technical issues into simple concepts and language. This helps his clients to engage at a deeper level and begin to make informed financial decisions about their future. Adam specialises in developing and tailoring smart financial strategies for high net worth individuals and businesses and has been the pioneer in promoting Debt Recycling, Tax and Super efficiencies with his client base.

Adam also has established himself as a mentor to new developing Planners and a ‘sounding board’ to established Senior Financial Planners in developing technical strategies for their clients.

Adam holds a Bachelor Degree in Psychology from the Victoria University of Wellington, an Advanced Diploma in Financial Services, is an Accredited Derivatives Adviser Level 1.

Melissa Lyon

EXECUTIVE CONCIERGE

Chris Reynolds

GRADUATE PORTFOLIO MANAGER

Daniel Albanes Valenzuela

FINANCIAL ADVISOR

Matthew Hill

CLIENT SERVICE MANAGER

Derek Russell

COMPANY SECRETARY

Brad Vaughan

PARAPLANNER

Chris Adams

PORTFOLIO MANAGER

Michelle Overs

PORTFOLIO ASSISTANT

Tori Coils

CLIENT SERVICE MANAGER

Karen Watson

CLIENT BUSINESS MANAGER

Zora Costas

CLIENT SERVICES MANAGER

Alessandra Wills

ADMINISTRATIVE ASSISTANT

Alisha Quattrone

CONCIERGE

Andrew Gratton

PORTFOLIO MANAGER

Anna Kalla

CLIENT SERVICE MANAGER

Ben Casley

ASSOCIATE PORTFOLIO MANAGER

Damien Cameron

RELATIONSHIP MANAGER – FINANCE

David Gormanns

PORTFOLIO MANAGER

David Klein

EXECUTIVE ADVISOR

Dean Herbert

RELATIONSHIP MANAGER – FINANCE

Dimitra Koutsougeras

LENDING ASSOCIATE

Henry Wright

HEAD OF VPM & PORTFOLIO MANAGER

Hugh Goodfellow

ASSOCIATE PORTFOLIO MANAGER

Itxel Burgos

ADMINISTRATIVE ASSISTANT

Jason Gan

ASSOCIATE DIRECTOR

Jeff Hanna

FOUNDER & EXECUTIVE ADVISOR

Jeff began his career in the early nineties as an accountant. He achieved CPA status, before moving to the financial services industry, having positions with ANZ Private Bank, Deloitte and Westpac Private Bank.

He became a partner at Westpac in 2010, and his business became the largest practice nationally, providing advice to ultra-high-net-worth families in Melbourne. Jeff has been consistently awarded throughout his career, being included in top team conferences on several occasions.

Jeff holds a Bachelor of Commerce and has achieved both Certified Practising Accountant and Certified Financial Planner status. He has continued to broaden his skills and knowledge by completing several post-graduate training programs over the past 20 years.

Jeff is analytical and thorough in his approach, however never loses sight of his client’s goals and aspirations. He is passionate about helping people and gains an enormous feeling of reward by demonstrating the steps needed to make smart financial decisions, while protecting their wealth.

Jeff’s primary responsibility is client advisory, however is heavily connected to the business by being a senior member of the Finance and Investment committees.

Jennifer Warwick

EXECUTIVE ADVISOR

Katrina Pocklington

CLIENT SERVICE MANAGER

Lakshan Weerasinghe

CLIENT SERVICE MANAGER

Linda Liew

ADVISER SERVICES MANAGER

Liz Bentick

FINANCIAL ADVISOR

Martin Sherwood

EXECUTIVE ADVISOR

Michelle Matthews

ACCOUNT MANAGER

Shona Klibingaitis

RELATIONSHIP MANAGER – FINANCE

Stephen Earp

CHIEF BRAND OFFICER

Steven Ristevski

EXECUTIVE ADVISOR

Teagan Pocklington

SENIOR PORTFOLIO ADMINISTRATOR

Thien Tran

CLIENT SERVICE MANAGER

Titama Nia

CLIENT SERVICE MANAGER

Tom Kertapati

SENIOR PARAPLANNER

Lisa Ivey

OPERATIONS ASSOCIATE

James Williams

EXECUTIVE ADVISOR

Jenny Carmichael

RELATIONSHIP MANAGER – FINANCE

Valerie Yang

CLIENT SERVICE MANAGER

Jodi Collins

EXECUTIVE PARAPLANNER

Gregory Lee

SENIOR PARAPLANNER

Dylan Herd

CLIENT SERVICE MANAGER

Jade Sandkuhl

PORTFOLIO ADMINISTRATOR

Trust Bosha

ASSISTANT PORTFOLIO MANAGER

Jo Morgan

PRACTICE DEVELOPMENT MANAGER

Debbie Tat

CLIENT SERVICE MANAGER

Dale Morgan

EXECUTIVE ADVISOR

Tony Barry

NON-EXECUTIVE DIRECTOR

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.

Piers Bolger

CIO

Master of Applied Finance (Macquarie University), Post Grad Applied Finance & Investment (Aust. Securities Institute) B.Comm, B.A. (Melb University)

Piers is the Chief Investment Officer for the Viridian Financial Group and has over 25 years industry investment experience. He is responsible for the overall management of Viridian’s investment portfolios including any new strategies as well as the provision of relevant financial market insights and updates to our investor base.

Before joining Viridian Piers was the Head of Diversified Portfolio Management within the Investments business of BT Investment Solutions (a subsidiary of the Westpac Group), where he was responsible for the asset allocation and portfolio management of a range of diversified equity & multi sector investment solutions.

Prior to BT, Piers was Head of Research & Investments within the wholesale business of UBS Global Asset Management (Australia) and co-Portfolio Manager for a quantitative based equity income strategy.

Piers has also held various asset consulting and investment research positions in several organisations. His responsibilities included the development of asset allocation and investment strategies, as well as thematic market and investment related research.

Piers currently sits on the Advisory Boards of the Christian Brothers Oceania Province and the Primary Ethics Trust. He is also a member of the Investment Management Consultants Association (IMCA).

Piers holds Bachelor Degrees in Commerce & Arts (Melbourne University) majoring in Macroeconomics and Political Science, a Post Graduate Degree in Applied Finance & Investment & Masters Degree in Applied Finance (Macquarie University).

Virginnia Hottes

DIRECTOR VNSW & EXECUTIVE ADVISOR

Virginnia is a Certified Financial Planner and has over 35 years experience in the Financial Services industry, including 18 years as an Executive Financial Planner at Westpac Private Bank.

Virginnia has a unique approach in working closely with clients and families holistically to clarify and consider their objectives and concerns and bring them understanding and peace of mind. Virginnia has been a trusted advisor to many well-known clients and is a specialist in Family Office arrangements and the wealth management requirements of company executives and high net worth individuals.

Virginnia takes a holistic view of financial planning. She provides a strategic overview across multiple disciplines assisting clients to:

  • Professionalise family protocols to help transition wealth to younger generations in a planned and comprehensive manner.
  • Create resolution between generations, siblings and other parties to help families work together more effectively.
  • Ensure that family assets are transitioned appropriately and with ease to the next generation including comprehensive Estate Planning.
  • Plan cash flow to ensure that distribution of income to family members is sustainable and in line with family objectives.
  • Facilitate tax structuring and advice so that assets are protected for the bloodline and tax is minimised.
  • Develop a philanthropic program in a tax effective way, giving consideration to family legacy objectives.
  • Collaborate with key family advisers to build a close team with specialist expertise.

Felicity Woodley

CLIENT SERVICE MANAGER

Felicity brings extensive experience to our team having worked in the financial services sector for over 20 years, as well as establishing two highly successful local retail businesses. Felicity’s roles within financial services have predominately focused on Treasury Operations and Financial Planning.

Felicity is extremely client focussed and assists clients to be well organised to optimise their financial future.

Gina Zhang

CLIENT SERVICE MANAGER

Gina has extensive experience in the financial services sector, having worked in the field for over 12 years. Prior to joining Viridian, Gina worked within the advisory business of Westpac Private bank supporting partnership teams.

As Client Service Manager, Gina is extremely client focussed and assist clients to put into place their action plans to enable them to improve their financial future.

Gina has completed a Master of Commerce (Advanced Marketing) as well as a Diploma in Financial Planning.

James Walker

DIRECTOR VNSW & EXECUTIVE ADVISOR

James has been in Financial Services for 21 years with 16 years as an advisor in Westpac engaging with clients across Commercial Banking, Agri Business and Private Bank. James is well respected by his peers and often a source of technical knowledge as well as being called on to participate in new initiatives.

James takes pride and care in understanding his client’s unique situations to help them navigate the complexities of building a secure future for their family in both personal and business situations.

An experienced professional with specialties in Wealth Protection, Investment Planning, Retirement Planning, Self-Managed Superannuation, Estate Planning and Business Succession Planning.

Formal qualifications include a Bachelor of Business majoring in Accounting, Diploma of Financial Planning, as well as qualifications in Self-Managed Super Funds, Margin Lending and Advanced Derivatives Accreditation level 1.

Jacqueline Huynh

CLIENT BUSINESS MANAGER

Jac is a qualified Financial Planner and has worked in the finance industry for over 20 years, with 15 years in Westpac Private Bank working with high net worth clients.

Jac specialises in building a good understanding of a client’s situation and providing analysis to determine optimum strategies to grow and protect their wealth.

Jac also manages client relationships proactively to assist them with:

  • Understanding their overall position
  • Building an action plan to improve their financial future
  • Optimising family wealth for future generations
  • Building an understanding of cash flow and tax planning
  • Self-Managed Superannuation Fund planning and compliance

James Dimos

EXECUTIVE ADVISOR

Todd Clifford

EXECUTIVE ADVISOR & HEAD OF CLIENT EXPERIENCE

Having studied at both Griffith and Deakin Universities Todd 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. This endeavour proved very successful growing to servicing clients across Australia with three state offices, five additional advisers and a large support team.

In 2017, Todd took the leap to merge his business with Viridian Advisory after discovering a deep-seated cultural alignment and the opportunity to expand his client connections and get back to his founding enthusiasm for helping individuals make quality decisions to better their financial futures.

Todd addresses his role as Financial Adviser with extraordinary zest and skill implemented through education, mentoring and a heartfelt desire to ensure his clients feel comfortable and prepared to navigate their way to achieving their aspirations for tomorrow.

Michael Attard

PRODUCT SERVICES ASSOCIATE

Celeste Polson

CLIENT SERVICE MANAGER

Mitchell Burger

FINANCIAL ADVISOR

Judy Best

CLIENT SERVICE MANAGER

Paul Callaghan

SENIOR FINANCIAL ADVISOR

Kira Johnston

CLIENT SERVICE MANAGER

Anna Del Biondo

EXECUTIVE ADVISOR

Ian Granter

DIRECTOR CLIENT SERVICES

Dennis Prouse

EXECUTIVE ADVISOR

Ellen Leary

SENIOR FINANCIAL ADVISOR

Andrew Cooper

EXECUTIVE ADVISOR

Adam Wighton

SENIOR PARAPLANNER

Samantha Thompson

FINANCIAL ADVISOR

Virginia Tamborini

EXECUTIVE ADVISOR

Virginia is a Financial Planner with over 29 years’ experience in the Financial Services industry. This includes, most recently, working as an Executive Financial Planner for 10 years with Westpac Private Bank with a focus on high net worth individuals, sophisticated investors and self-managed super funds.

Virginia specialises in Superannuation, Investment, Retirement Planning, Self-Managed Superannuation, Estate Planning and Wealth Protection. She has crafted her skill through extensive experience in dealing with individuals and families and has an enviable reputation as someone who is empathetic, a great listener, and is methodical in her approach to offering quality reliable financial advice.

An acute appreciation of the complexity of financial advice and managing personal affairs means Virginia actively seeks to collaborate and engage with her client’s other professional advisers such as their accountant and lawyer. According to Virginia, ‘the goal is to always optimise the outcome through comprehensive planning and strategic advice involving all the relevant parties’.

Virginia has a Graduate Diploma in Applied Finance (FP) and holds qualifications as a specialist in Self-Managed Super Funds. Virginia is driven by a desire to help individuals and families build and protect their wealth.

Dominic Mlcek

PORTFOLIO MANAGER

Dominic is a Portfolio Manager for the Viridian Financial Group with over 14 years of experience in financial markets, and a successful track record of researching, analysing and investing in various companies, industries and investment options. He is responsible for assisting with the overall management of Viridian’s investment portfolios including any new strategies as well as the provision of relevant financial market insights and updates to our investor base.

Prior to joining Viridian, Dominic was a Senior Equity Analyst and Portfolio Analyst at BT Financial Group, where he was responsible for researching, analysing and making investment recommendations on various companies across the resources, industrials and some consumer segments of the Australian market.

Dominic is passionate about financial markets and investments and prides himself on generating unique and differentiated insights to drive sound risk adjusted portfolio returns for investors.

Dominic holds a Bachelor of Science (Advanced Mathematics) degree from The University of Sydney, majoring in Statistics and Psychology, and has passed CFA Level ll.

Michelle Ho

SENIOR CLIENT SERVICE MANAGER

Michelle brings extensive and diverse experience having worked with several financial institutions, across different divisions including banking, risk management, treasury operations and financial planning.

Michelle’s passion for financial planning led her to working within the advisory business of Westpac Private Bank, where she contributed to the success of the partnership teams.

Michelle prides herself on being extremely client focussed. Michelle’s role at Viridian will develop and expand her skill set, commencing her new role as a Senior Client Service Manager.

Michelle has completed a Bachelor of Business (International Trade) and Master of Commerce (Banking and Finance) as well as an Advanced Diploma in Financial Planning.

Cliff Neale

CHIEF TECHNOLOGY OFFICER

Tom Castle

CHIEF TECHONOLOGY OFFICER

Rie Maki

ACCOUNTING & FINANCE MANAGER

Jamie Dela Vega

CLIENT SERVICE MANAGER

Sharna Meinertz

EXECUTIVE ADVISOR

Sharna is a financial planner with over 20 years’ experience in financial services. This includes working in both England and Australia. She specialises in Superannuation, Investments, Retirement Planning, Self-Managed Super funds, Insurances and Aged Care Advice.

Sharna holds a Bachelor of Business, an Advanced Diploma of Financial planning. She has Specialist Aged Care Advice and Self-Managed Super fund Accreditations and is currently in the process of completing her Masters in Financial Planning.

Calum Laing

EXECUTIVE ADVISOR

Calum began his career in Banking before transferring his skills to Financial Planning in 1997. Working predominantly in the Private and Premium Banking division he gaining many awards and was also recognized for his mentoring of planners through his corporate life.

In 2012 he felt it appropriate to leave the corporate life and establish Panoramic Financial Solutions in conjunction with other like-minded planners. The Bank supported this and it was only a matter of time before being recognized for outstanding achievements. In 2017 Panoramic Financial Solutions won Securitor’s practice of the year and in 2018 was a finalist in the AFA practice of the year.

After 6 years in private practice he felt it appropriate to seek a more national presence and Viridian Advisory was a natural choice to merge practices as the cultural fit was obvious.

He has commence postgraduate studies in Financial Planning. Calum is passionate about helping clients in all facets of finance (Planning, Wealth Management and Estate Planning to name a few) and is more than happy to have his skill set collaborate with other professionals to achieve great out comes.

Derek Mondy

EXECUTIVE ADVISOR

Derek is an Executive Financial Planner having joined Westpac in 2006.

Derek has previously held various accounting, financial planning and management roles including 6 years as a joint proprietor of a CPA accounting practice and 5 years as State Manager of Perpetual Private Clients.

Derek’s extensive background in tax, accounting, superannuation and financial planning has given him the expertise to analyse complex client matters and present tailored solutions in a clear and precise manner.

Derek has Bachelor of Business, Masters of Business Administration, is a Fellow of CPA Australia (holding Financial Planning specialisation), a Certified Financial Planner and a Registered Tax Agent.

David Pitt

EXECUTIVE ADVISOR

David started in the Banking and Financial Service industry back in 1987. In 2000, David started his journey into Financial planning and hasn’t looked back. During this time David took an interest in understanding what money and his clients wealth meant to them.

Through a number roles as an employed financial planner in 2012 he started his own financial planning firm with two other colleagues, which grew to be one of the most successful financial advice businesses in the country winning multiple awards across the industry.

In 2018, David along with his other business partners agreed to merge with Viridian Advisory. This merger with Viridian Advisory was based on two businesses that had a high cultural alignment and a strong purpose to help client achieve their desired lifestyle.

David approach to his clients is one of understanding and stepping back to panoramic view of their circumstances, so he can fully comprehend what the their real needs are. This big picture view is something his clients appreciate and value. David is currently studying his Masters of Financial Planning and is a Specialised SMSF Adviser.

Natalie Hinton

CLIENT SERVICE MANAGER

Raksha Gorasia

CLIENT BUSINESS MANAGER

Shelagh Newham

CLIENT SERVICE MANAGER

Cara Volkofsky

ADMINISTRATION ASSISTANT

Kasia Gascoigne

COMPLIANCE & RISK MANAGER

Rita Agati

HR DIRECTOR

Kirsty Brooks

LENDING ASSOCIATE

Natasha Hayman

CLIENT SERVICE MANAGER

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