Annette
McGrath

Annette is a seasoned strategic advisor with over 20 years of experience, having merged her practice with Viridian Advisory in 2021. She possesses a profound understanding of the unique needs and complexities faced by affluent families, offering customised wealth management solutions that align with her clients’ long-term goals and values. By investing time to truly understand her clients, Annette crafts strategies that resonate with their distinct family dynamics and aspirations for both the present and future generations. Her extensive experience and robust network enable her to uncover innovative, “out-of-the-box” solutions tailored to each client. Annette has cultivated a network of specialists across various fields, ensuring that high-net-worth families receive comprehensive support that addresses their diverse needs while promoting family harmony and effective governance. With a strong commitment to a client-centric approach, she emphasises the importance of building relationships grounded in trust and transparency. Her ultimate goal is to empower families to realise their
financial aspirations while safeguarding their legacies for generations to come.

Qualifications and Memberships

• Certified Financial Planner™
• Graduate Diploma of Financial Planning
• Member of the Financial Advice Association Australia (FPAAA)