Entering its second decade, Viridian Financial Group’s new sole CEO and co-founder Raamy Shahien is signalling a sharper focus on advice, lending and investments – and the role brokers play in connecting property investors and first-home buyers to holistic financial strategies.
The diversified financial services group, which consists of Viridian Advisory and Infinity Capital Solutions, now employs more than 380 people across Australia.
Shahien said the next phase is about using the trust and scale built since 2015 to improve outcomes for both clients and advisers.
“Over a decade on the frontline with clients and advisers has shaped how we think about advice, lending, investments and the overall client experience,” he said. “We’re not interested in consolidation and scale for its own sake. The test is whether it makes the business better for clients and our people.”
Backed by TA Associates’ investment in 2025, Viridian has built out an ecosystem that brings together financial advice, lending, and investment solutions under one governance framework. For mortgage brokers, that means access to a group that now looks after more than $11 billion across its advice and lending businesses, including mortgage broking firm Smartmove, acquired in 2023.
This integration is designed to support better decisions on borrowing, debt, and property, as clients navigate mortgage rates, borrowing capacity assessments, and long-term wealth goals.
Viridian continues to invest in adviser growth, with more than nine advisers recently completing their professional year and ongoing recruitment of culturally aligned advisers and businesses.
“Partnership has always been central to how we’ve grown the business,” Shahien said.
Viridian’s Infinity investment arm now manages more than $6 billion, offering specialist portfolio solutions for advisers within and beyond the network.
“We’re seeing increasing demand from advisers for businesses to take greater responsibility for investment outcomes, particularly as the industry responds to recent disruption and a sharper focus on governance and accountability,” Shahien said.
He is also doubling down on the group’s operating foundations, highlighting commitments such as BCorp accreditation, Great Place to Work recognition and ISO/IEC 27001 certification.
“These recognitions reflect the standards we expect across the business, from how we support our people to how we manage risk and deliver for clients over time,” Shahien said.
Shahien served as joint CEO of Viridian Financial Group from 2021 until his recent appointment as sole CEO, after serving as group managing director from 2015 to 2021, and previously spent nine years as an executive advisor at Westpac Group.
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