Contact Zoe

M 0466 323 715
E zmidwinter@viridianadvisory.com.au

What Zoe’s clients say about her…

“I have been a client for a number of years and cannot speak highly enough of the advice and support I have received from Zoe.”

“We find Zoe Midwinter capable and confident in all aspects of the position she holds, we have been with her for many years, we respect her decisions that have helped us to enjoy our retirement. Her knowledge and expertise in all areas of financial developments are exceptional, keeps us up to date with any financial matters pertaining to our situations, Zoe is always close at hand and easy to keep in contact with. We would recommend Zoe to anyone needing financial advice.”

“We’ve known Zoe for a few years and she’s always held our hand through investments and superannuation, with speaking clearly and asking us questions throughout our get-togethers to be sure we understood. You can’t go wrong with Zoe on your side!”

“Zoe had researched and prepared well, spoke slowly and clearly. She answered all concerns and followed up as necessary. Always available by phone or email or contacts me as soon as possible.”

Zoe Midwinter

Zoe’s passion lies in getting to know her clients on a personal level. Throughout her 20 years in the financial services industry, Zoe has built trusted relationships with clients at all stages of life, each with their own unique needs and goals.

As a trusted advisor, Zoe provides comprehensive advice for her clients, partnering with them to plan for their retirement, grow and protect their wealth, and safeguard themselves and their loved ones financially through personal insurance. In addition, Zoe assists with budgeting, reducing debt, cash flow management, and offers guidance on reviewing existing superannuation and investment strategies as well as social security options.

Zoe holds a Bachelor of Commerce degree, Graduate Diploma of Applied Finance and Investments, Advance Diploma of Financial Planning, and SMSF accreditation. Zoe has the education and experience necessary to provide expert financial guidance. She is also a proud member of the Financial Planning Association of Australia (FPA).

If you’re looking for a financial advisor who will work closely with you to help you achieve your financial goals, please don’t hesitate to reach out.

Education

Graduate Diploma of Applied Finance and Investments

Bachelor of Commerce

Advance Diploma of Financial planning

Self-managed Super Fund Accredited

Professional Memberships

Financial Advice Association Australia (FAAA)