David Klein

PROFESSIONAL MEMBERSHIP:
Financial Advice Association Australia (FAAA)

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.

Qualifications and Memberships

• Advanced Diploma of Financial Planning
• Accredited Derivatives Adviser
• Ethics and Professionalism in Financial Advice
• Margin Lending & Geared Investments
• SMSF
• Member of Financial Advice Association Australia (FAAA)