David Klein

Executive Advisor

As a financial advisor since 1996 and a member of the Financial Advice Association Australian (FAAA), I am committed to providing highly personalised and comprehensive financial services to Australians. As an Executive Advisor at Viridian, I collaborate with high-net-worth individuals and sophisticated investors to assess their current financial situation and develop tailored strategies for their future goals, with a strong focus on superannuation, investment advice, estate planning, insurance, and wealth management.

I take immense pride in clients’ trust in me to truly understand their aspirations. While helping them achieve their desired lifestyles is a privilege. The process of gaining a deep understanding of my client is the essential foundation of the advice process. While ongoing guidance and support to clients, adjusting strategies as needed to adapt to changing market conditions and personal circumstances builds an enduring partnership to stand the test of time.

Areas of Specialisation
Retirement Planning
Wealth Management
Estate Planning
Superannuation
Risk Assessment
Portfolio Management
Client Relationship Management

I am passionate about helping individuals achieve financial security and pursue their dreams. If you seek expert guidance or have any financial inquiries, I invite you to contact me. Let’s work together to create a customised plan that aligns with your unique goals and aspirations.