We are pleased to announce from the 24th of July 2019, Benjamin King Money Wealth have partnered with Viridian Select Pty Ltd (Viridian Select) (AFSL 515762) the licensee division of Viridian Advisory.
Following Westpac’s March announcement that Securitor will cease their Australian Financial Services Licence (AFSL) by 30th September 2019, we undertook significant market research into our Licensee options.
We used the opportunity to select an independent, product agnostic Licensee who can support us to be at the forefront of financial advice.
Julia Bull, Director of Wealth, believes Viridian Select aligns most importantly with our investment philosophy and our culture. “Viridian are an innovative company, backed by expert knowledge with no legacy issues and can choose who they partner with, allowing us to be confident in who we are associated with. They are best placed to service both our clients and our company moving forward.”
We are already seeing improvements for our clients and enhanced systems and capabilities. This efficiency allows us to focus on what is most important – working with our clients on their strategies and investment opportunities.
For further information please feel free to contact Julia on 03 9098 4256 or firstname.lastname@example.org