Executive Advisor
New South Wales

Virginnia is passionate about providing trusted advice to high net worth individuals, company executives and family offices. Virginnia is a Certified Financial Planner and has over 35 years experience in Financial Services, including 18 years as an Executive Financial Planner at Westpac Private Bank.

Virginnia has a unique approach, working collaboratively with clients to identify their objectives, provide advice, and execute strategies that deliver peace of mind and financial security, taking a holistic view of financial planning, specialising in wealth protection, investment and retirement planning, and self-managed superannuation.

Virginnia provides strategic advice to High Net Worth Individuals, Company Executives, and Family Offices. Services include managing cash flow, facilitating tax structuring, philanthropic strategies, and harmonising estate planning. She aims to build a comprehensive view of family structure, assist with future planning, and collaborate with key family advisers to help transition wealth to the next generation in a planned manner.

Qualifications and Memberships

  • Diploma of Financial Planning

  • Certified Financial Planner

  • Member of the Financial Advice Association Australia


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