Jason
King

Executive Advisor
Melbourne
Victoria
IN THEIR OWN WORDS

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.

Qualifications and Memberships

  • Graduate Diploma of Financial Planning
  • Certified Financial Planner
  • Accredited Aged Care Professional
  • Member of the Financial Advice Association Australia
SPECIALISATION
Aged Care
Aged
Care
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

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