JW

James Williams

Executive Advisor at Viridian Financial Group

James Williams is an experienced financial advisor with a comprehensive background in the financial services industry. Currently serving as an Executive Advisor at Viridian Advisory since May 2017, James previously held roles as a Senior Financial Adviser at BT Financial Group from January 2012 to April 2017 and as a Financial Adviser at RSM Bird Cameron from July 2008 to August 2011. Earlier in the career, James worked as a Paraplanner at RSM Bird Cameron Financial Services from May 2006 to July 2008. Academic credentials include a Bachelor of Economics from The University of Western Australia, a Certified Financial Planning designation from Deakin University, a Graduate Diploma of Financial Planning from FINSIA, and a Postgraduate Diploma in Business (Economics and Finance) from Curtin University, complemented by A Levels from Millfield School.

Location

Melbourne, Australia

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Viridian Financial Group

At Viridian Financial Group we provide a highly personalised suite of financial services for over 8,000 clients nationally. Our service covers everything from traditional investment advice, estate planning, insurance and lending, to bespoke portfolio management. We pride ourselves on working to really understand our clients, so we can help them live the life that they choose. This page, posts and some supporting materials may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we may have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product. The material in the posts are correct and complete as of the date it was posted. Viridian is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within this site.


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Employees

201-500

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