Raamy Shahien
Raamy Shahien has outlined the next phase for Viridian Financial Group Limited (Viridian) as he leads the diversified financial services group as sole Chief Executive Officer.
Entering its second decade, and following TA Associates’ strategic investment in 2025, Viridian is focused on its next phase of growth. Viridian has established a wealth ecosystem converging advice, lending and investment solutions, supported by the governance and capability needed to serve clients across Australia.
Mr Shahien said the next phase will focus on translating the trust, scale and experience built over the past decade into stronger outcomes for 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. 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,” said Viridian Chief Executive Officer Raamy Shahien.
“That means continuing to invest in deeper specialist support and building a business that is simpler and easier to deal with — making it easier for clients and advisers to navigate and access advice, lending and investment solutions
Building for long term growth
Financial advice remains integral to Viridian’s strategy, with the group continuing to invest in adviser growth. More than nine advisers have recently completed their professional year, alongside ongoing recruitment of culturally aligned advisers and businesses.
Viridian will also continue to pursue selective acquisitions and partnerships to strengthen its presence in key markets and expand its capabilities. The group has integrated more than 20 businesses over the past decade, including mortgage broking firm Smartmove, acquired in 2023.
“Partnership has always been central to how we’ve grown the business,” Mr Shahien said.
This has strengthened Viridian’s ability to support clients across borrowing, debt and property decisions as part of a more holistic client experience. The group now looks after over $11 billion across its advice and lending.
Alongside advice and lending, Viridian’s well-established investment offering through Infinity continues to expand, with more than $6 billion in funds under management and a growing adviser base across 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,” Mr Shahien said.
Backing growth with strong foundations
Mr Shahien said Viridian would continue to invest in technology, operating discipline and the broader foundations needed to support clients and staff as the business grows.
He said Viridian’s recent commitment to achieving Great Place to Work accreditation, together with ISO 27001 certification, reflected the importance of building a business with strong culture, sound governance and robust operating standards.
“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,” Mr Shahien said.
The Viridian Foundation has also crossed a major milestone. Since launching in 2018, it has donated over $1.5m to the communities it serves, including more than $675,000 for the Jreissati Pancreatic Cancer Centre at Epworth through its annual step challenge.
Mr Shahien has played a central role in Viridian’s development over a number of years, including previously serving as Joint CEO. Glenn Calder, Viridian’s co-founder and former Joint CEO, remains closely involved in the business and is focused on mergers and acquisitions.