Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site. # Viridian Financial Group United in purpose. ## Sitemaps - [XML Sitemap](https://viridianfinancialgroup.com.au/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Latest News](https://viridianfinancialgroup.com.au/latest-news/) - [Connections that Matter Most](https://viridianfinancialgroup.com.au/market-insights/connections-that-matter-most/) - Joint CEO Glenn Calder spoke to the AFR as part of their special report Wealth: The Future of Advice. Glenn emphasised the importance of blending digital advice with human interaction: “People value the connection they have with other people who seek to understand them, care about them, and connect with them.”While AI can streamline and - [Cost of living relief drives 2024 budget](https://viridianfinancialgroup.com.au/market-insights/cost-of-living-relief-drives-2024-budget/) - The 2024 federal budget has delivered another year in the black with a surplus of $9.3bn. But as the Government continues selling the line that helping Australians with the cost of living is their number one priority, households are focusing on tax cuts, energy bill relief, and rent assistance. While policy that hopes to revitalise - [Instead of Looking at Barriers, We're Thinking: What are the Opportunities?](https://viridianfinancialgroup.com.au/market-insights/instead-of-looking-at-barriers-were-thinking-what-are-the-opportunities/) - In honour of International Women's Day (IWD) 2024, Viridian Financial Group (VFGL) took the opportunity to put a spotlight on this year’s theme of "Invest in Women: Accelerate Progress” to celebrate and advocate for further equitable landscape, particularly within the financial services sector in Australia. “It’s a good day to reflect how far women have - [The Arrival of AI and its Potential to Supercharge Advice](https://viridianfinancialgroup.com.au/market-insights/the-arrival-of-artificial-intelligence-and-its-potential-to-super-charge-advice/) - “There are the doomsday preppers... and then there are the people who sit [believing] this is the biggest opportunity that we've had... Participating in an Institute of Managed Accounts Professionals (IMAP) webinar focused on using AI in financial advice, Viridian Financial Group's Joint CEO, Glenn Calder, embraced the transformative potential of the technology to supercharge - [Viridian Financial Group welcomes Enlightened Financial Solutions](https://viridianfinancialgroup.com.au/market-insights/viridian-financial-group-welcomes-enlightened-financial-solutions/) - Viridian Financial Group Limited (VFGL), has today announced the acquisition of Queensland-based financial planning firm, Enlightened Financial Solutions (EFS). Founded in 2007, EFS is a leading boutique wealth advisory firm focused on working with pre-retirees and retirees with complex finances. Founder and Chief Executive Officer of Enlightened Financial Solutions, James Wortley said: “EFS is thrilled to - [Viridian Financial Group's Growth Trajectory Soars with Integration of Smartmove Professional Mortgage Advisors](https://viridianfinancialgroup.com.au/market-insights/viridian-financial-groups-growth-trajectory-soars-with-integration-of-smartmove-professional-mortgage-advisors/) - Viridian Financial Group Limited (VFGL), celebrates a significant milestone in its expansion journey with the strategic integration of Smartmove Professional Mortgage Advisors (Smartmove), a well-established provider of mortgage and lending services with over 20 years of experience. VFGL has experienced remarkable growth in recent years, expanding its team from fewer than 20 to 400 staff - [W4R National Step Challenge Raises over $100,000 for Pancreatic Cancer](https://viridianfinancialgroup.com.au/market-insights/w4r-national-step-challenge-raises-over-100000-for-pancreatic-cancer/) - The W4R National Step Challenge to end Pancreatic Cancer was created by the Viridian team in mid-2021, in response to the diagnosis of Pancreatic Cancer of the company’s HR Director, Rita Agati. The challenge aimed to raise awareness and funds for the Jreissati Family Pancreatic Centre and to support the Agati family. Despite Rita’s passing ## Pages - [Homepage](https://viridianfinancialgroup.com.au/) - 10 years of empowering Australians and helping them live the life they choose through financial advice, innovative solutions and working together. - [Privacy Policy](https://viridianfinancialgroup.com.au/privacy-policy/) - Privacy Policy This Privacy Policy applies to Viridian Financial Group Ltd (ABN 67 605 994 741) and its controlled entities including Viridian Advisory Pty Ltd, Viridian Private Wealth Pty Ltd, Enlighted Financial Solutions Pty Ltd, Infinity Capital Solutions Pty Ltd, Infinity Asset Management Pty Ltd, Infinity Portfolio Management Pty Ltd, Infinity Capital Finance Pty Ltd - [The Viridian Group](https://viridianfinancialgroup.com.au/the-viridian-group/) - The Viridian Group Viridian helps people shape their future by making life changing moments possible. Providing personalised strategic financial advice. Delivering impactful, experienced investment solutions. The trusted choice for all borrowing needs. “We want to be a part of something bigger thanourselves.” - [Scheme Booklets](https://viridianfinancialgroup.com.au/schemebooklets/) - SCHEMES OVERVIEW BACKGROUNDViridian Financial Group Ltd (‘Viridian’ or ‘Company’) entered into a scheme implementation deed (‘SID’) on 27 June 2025 with Vivid Bidco Pty Ltd (‘Bidco’), an entity owned indirectly by funds and their related entities managed and / or advised (‘TA Funds’) by TA Associates Management, L.P. (together with its affiliated entities, ‘TA Associates’), in - [Scheme Booklets](https://viridianfinancialgroup.com.au/schemebooklets-3/) - SCHEMES OVERVIEW BACKGROUNDViridian Financial Group Ltd (‘Viridian’ or ‘Company’) entered into a scheme implementation deed (‘SID’) on 27 June 2025 with Vivid Bidco Pty Ltd (‘Bidco’), an entity owned indirectly by funds and their related entities managed and / or advised (‘TA Funds’) by TA Associates Management, L.P. (together with its affiliated entities, ‘TA Associates’), in - [404](https://viridianfinancialgroup.com.au/notfound/) - 404PAGE NOT FOUND - [Executive and Board](https://viridianfinancialgroup.com.au/executive-and-board/) - [Contact](https://viridianfinancialgroup.com.au/contact/) - ContactUs Head Office Level 16, 55 Collins Street Melbourne VIC 3000 Call 1300 84 74 34 enquiries@vfgl.com.au OurOffice Locations Victoria Level 16, 55 Collins Street Melbourne Melbourne VIC 3000 1300 84 74 34 Melbourne Suite 4 Level 1 17 Armstrong Street South Ballarat Central VIC 3350 Ballarat Level 3a 379 Whitehorse road Balwyn VIC 3103 - [Client Portal](https://viridianfinancialgroup.com.au/client-portal/) - CLIENT PORTAL Welcome to your personal access to your Investment Accounts Access your investment portfolio, investment information and comprehensive reporting and manage your super and SMSF. You can access your Viridian Portfolio Management Account, Comprehensive Reporting, Statements and other information here. Access your fully integrated solution for super, pension, investment and insurance. (Formerly CommSec Adviser - [Complaints](https://viridianfinancialgroup.com.au/complaints/) - [Financial](https://viridianfinancialgroup.com.au/financial/) - [Service Guide](https://viridianfinancialgroup.com.au/service-guide/) - [Service and Advice Process](https://viridianfinancialgroup.com.au/service-and-advice-process/) - Services and advice process Viridian provides financial advice that empowers Australians to live the life they choose.Working with you to develop and execute financial strategies for all stages of life – wealth and retirement planning, superannuation, self-managed superfunds, cash flow, insurance, Centrelink, aged care, and estate planning – a Viridian advisor is here to help - [Insight from Advisors](https://viridianfinancialgroup.com.au/insight-from-advisors/) - [Disclaimer](https://viridianfinancialgroup.com.au/disclaimer/) - DISCLAIMER​ Infinity Asset Management (Infinity) and is current as of August 2022. Infinity is a Corporate Authorised Representative (CAR) (CAR No. 1254420) of Infinity Capital Solutions (ICS) (AFSL No. 515762). This website and any information or advice on it is general in nature, and has been prepared without taking into account your objectives, financial situation ## Teams - [Gary Riordan ](https://viridianfinancialgroup.com.au/team/gary-riordan-2/) - Gary Riordan was appointed General Counsel at Viridian Financial Group in 2021, Gary also undertakes the role of Company Secretary to Viridian Financial Group Ltd. Gary brings extensive financial services, trustee and governance experience, with over 30-years in professional services including ASX Board governance. Commencing his legal career in 1983, Gary joined IOOF Group Holdings Ltd in 2006 - [Todd Clifford](https://viridianfinancialgroup.com.au/team/todd-clifford-2/) - Todd is the General Manager of Infinity Capital Solutions, where he oversees the strategic direction and works with the Heads of the underlying divisions to implement the ICS strategy. He has extensive experience across all aspects of financial advice and investment management and is passionate about building solutions that meet the industry's and its clients' - [Jim Tellis](https://viridianfinancialgroup.com.au/team/jim-tellis/) - Jim Tellis is the Co-Founder & Joint Head of Viridian Advisory. He has 30-plus years of experience in the financial services industry. He has created, led and coached high-performance financial planning teams. Before co-founding Viridian, he was at the forefront of Westpac’s partnerships concept – Westpac’s most experienced and best-performing advisers. He holds a Bachelor of Economics - [Brett Arnol](https://viridianfinancialgroup.com.au/team/brett-arnol/) - Brett Arnol is a Co-Founder and General Manager of Advice at Viridian Financial Group. He began his career with Westpac in 2004, becoming one of the most successful Advisors in Australia for Westpac Advice. Brett holds a Bachelor of Commerce in Economics and Finance and Diploma and Advanced Diploma in Financial Services. He has qualifications - [Michael Ehrentraut](https://viridianfinancialgroup.com.au/team/michael-ehrentraut/) - Michael Ehrentraut is the Chief Sustainability & Operations Officer & Co-Founder of Viridian Financial Group. He has over 30 years of experience in the banking and finance industry. He has led large teams across various market leading companies such as Barclays, Westpac, ANZ, and Medibank. Michael holds a Bachelor's degree with majors in Economics and Organisational Psychology, - [Kasia Gascoigne ](https://viridianfinancialgroup.com.au/team/kasia-gascoigne-2/) - Kasia Gascoigne is the Chief Risk Officer of Viridian Financial group. She is leading our risk and compliance functions. She is passionate about risk and compliance being operational, easy to understand and a lever to support the business. Her key responsibility is to support Viridian in building a more risk aware culture and managing it’s key risk - [Abigail Barnard](https://viridianfinancialgroup.com.au/team/abigail-barnard-2/) - Abigail Barnard is the Chief Financial Officer (CFO) of Viridian Financial Group. She leads Viridian’s finance function, focusing on capital management, business reporting and transaction finance. She has extensive experience in a range of complex audit structures and accounting matters. Abigail holds a Bachelor of Business (Accounting) and Graduate Diploma of Chartered Accounting. - [Glenn Calder](https://viridianfinancialgroup.com.au/team/glenn-calder/) - Glenn Calder has over 20 years of experience in the wealth management industry, commencing after a 10-year career in education. Glenn became the founding CEO of Viridian Financial Group in 2015 when he and a group of like-minded, culturally aligned advisers created a business that put client outcomes at the centre of every decision and - [Raamy Shahien](https://viridianfinancialgroup.com.au/team/raamy-shahien-2/) - Raamy Shahien is the CEO of Viridian Financial Group. He is responsible for executing the business strategy and driving operational excellence across the group. He began his career with Westpac in 2005, becoming a partner in 2010. His business became the largest practice nationally, providing advice to ultra high-net-worth families in Melbourne. Raamy holds a ## Australian Equity - [SMID Aust Equity Portfolio Factsheet](https://viridianfinancialgroup.com.au/aus_equity/smid-aust-equity-portfolio-factsheet/) ## Multi Asset - [Diversified Fixed Income Portfolio Factsheet](https://viridianfinancialgroup.com.au/multi_asset/diversified-fixed-income-portfolio-factsheet/) ## Offices - [Viridian Advisory Adelaide](https://viridianfinancialgroup.com.au/office/viridian-advisory-adelaide/) - Located in Pirie Street, Viridian Advisory Adelaide is a team united in purpose to help clients live the life they choose. Jason Dix, Nella Grida, Tahlea Stephenson, Steven Guy and Jeanette Belton are some of South Australia’s most experienced and thorough advisors. They pride themselves on building deep relationships with their clients based on trust - [VIRIDIAN ADVISORY Chirnside Park](https://viridianfinancialgroup.com.au/office/viridian-advisory-chirnside-park/) - This wide network of professional financial advisors provide wealth and retirement planning, cashflow and income strategies, lending and borrowing, and investment management services. One of the unique elements that distinguishes Viridian Advisory from many other advice firms is the ‘right advisor, right client’ philosophy. To benefit the long term needs of clients, Viridian Advisory actively ## Global Section - [Latest News](https://viridianfinancialgroup.com.au/market-insights/global-sections/latest-news/) ## Categories - [News](https://viridianfinancialgroup.com.au/market-insights/category/news/) - Latest News - [Industry comment](https://viridianfinancialgroup.com.au/market-insights/category/industry-comment/) ## AU Eq Categories - [Quarterly Factsheets](https://viridianfinancialgroup.com.au/market-insights/au-eq_category/quarterly-factsheets/) ## Multi Asset Categories - [Portfolio Factsheets](https://viridianfinancialgroup.com.au/market-insights/multiasset-category/portfolio-factsheets/) ## Executive / Board - [Executive](https://viridianfinancialgroup.com.au/market-insights/exexboard/executive/) - [Board](https://viridianfinancialgroup.com.au/market-insights/exexboard/board/)