Experience

Viridian Advisory

• Australia
• Investment Management
• 100 - 200 Employee

• Executive Advisor (M: 0401 298484)

  • Sep 2017 - Present

  Virginnia is a Certified Financial Planner and has over 35 years experience in the Financial Services industry, including 18 years as an Executive Financial Planner at Westpac Private Bank. Virginnia has a unique approach in working closely with clients and families holistically to clarify and consider their objectives and concerns and bring them understanding and peace of mind. Virginnia has been a trusted advisor to many well known clients and is a specialist in Family Office arrangements and the wealth management requirements of company executives and high net worth individuals. Virginnia takes a holistic view of financial planning. She provides a strategic overview across multiple disciplines assisting clients to: - Professionalise family protocols to help transition wealth to younger generations in a planned and comprehensive manner. - Create resolution between generations, siblings and other parties to help families work together more effectively. - Ensure that family assets are transitioned appropriately and with ease to the next generation including comprehensive Estate Planning. - Plan cash flow to ensure that distribution of income to family members is sustainable and in line with family objectives. - Facilitate tax structuring and advice so that assets are protected for the bloodline and tax is minimised. - Develop a philanthropic program in a tax effective way giving consideration to family legacy objectives. - Collaborate with key family advisers to build a close team with specialist expertise.



Westpac

• Australia
• Banking
• 700 & Above Employee

• Executive Financial Planner

  • Dec 1981 - Aug 2017

  Career spanned general banking, and Financial Planning Final role was Executive Financial Planner in Westpac Private Bank from 1999 to 2017 Career spanned general banking, and Financial Planning Final role was Executive Financial Planner in Westpac Private Bank from 1999 to 2017