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Corey Wastle

 Corey Wastle

Share profile:
611 Flinders St Level 10 Tower 4 World Trade Centre,
Docklands
VIC
3005
AU

Overview CONTACT THE ADVISER

Corey Wastle Corey Wastle

total Reviews

29

Experience

6yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I'm a Certified Financial Planner and co-founder at Verse Wealth, a fast-growing advice firm that’s helping create a new era in financial advice.

At Verse, we pride ourselves on providing what we call ‘great advice’. It’s personalised, purposeful and delivers outcomes based on the things that really matter. For everyone what matters most differs but it’s almost always a combination of achieving goals, having experiences, overcoming money stresses, leaving a legacy and improving lifestyle by creating more time, freedom and choice. This is what I believe advice is all about and it’s why I’ve devoted my time, energy and passion into making sure more Australians get great advice.

I work with people who are positive, optimistic and want to get the most out of life. Whether you have a few or many financial resources matters less than what you want to do with them. As part of our comprehensive approach to helping you achieve the outcomes that matter, we'll surround you with a team of professionals including accountants, finance brokers, lawyers and buyers agents. 

I’m a Certified Financial Planner with the Financial Planning Association and a Specialist Self-Managed Super Fund Advisor with the SMSF Association of Australia. I have both a Bachelor of Business and Commerce as well as a Bachelor of Communication with Monash University.  

I believe:

A commitment to planning is more important than a plan
Making things simple is essential
Time is the most valuable resource you have
Advice seekers deserve transparency around pricing and fees
You only get one shot at life, so leave nothing in the tank
A few things I’m going to do before I die: 

Do a TED Talk
Play golf at Augusta National Golf Club
Buy a place in New York City
Win the Melbourne Cup
What to know more about my background, beliefs and business? 

Copy and paste the below URL to read a recent feature article from the FPA:

http://fpa.com.au/wp-content/uploads/2016/06/FinPlanMag_June-2016_HR.pdf

Company:

Verse Wealth
Verse Wealth

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Synchron
Synchron
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $3,300
  • Ongoing Advice starting from $195pm

At Verse we believe in 'total transparency'. We operate on a fee only basis. We do not take commissions, kickbacks or referral fees, ever. Fees are based on the complexity of your financial situation and our advice - not on how much money you have. We'd welcome any questions you might have relating to our approach to pricing.

Latest Customer Reviews (3 of 29 total)See all

"Our experience with Corey has been great and we would highly recommend his services. Corey's advice is from outside in, which means that he looks at the big picture first of our aspirations then dives into each of them to provide the advice that best suits our currently lifestyle to make those aspirations a reality. Corey also has a fantastic team that makes the overall experience quite unique."

Valerie, 35-45 15 Dec 2017

"I have really enjoyed my sessions with Corey where I always learn something new about approaches to financial planning and management. I feel confident that I will be in a better financial position when I retire. "

Joanna, 46-55 7 Dec 2017

"The experience of developing a long term retirement plan was thoroughly enjoyable thanks to Corey's engaging, thoughtful and professional approach. We feel completely at ease with the knowledge that Corey and his team are supporting our financial fitness to achieve our goals. Thoroughly recommended. "

Peter, 56-65 5 Dec 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • IFA Awards - Newcomer of the Year - Finalist (2016)
  • AFA Rising Star Award - Finalist (2015)
Years of experience
  • 6 years total experience

My Videos CONTACT THE ADVISER

Client goals
Super changes
Fight Night: Shares V Property

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 10 Tower 4 World Trade Centre,
611 Flinders St, Docklands
VIC 3005 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 29 Total Reviews
Valerie, 35-4515 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Our experience with Corey has been great and we would highly recommend his services. Corey's advice is from outside in, which means that he looks at the big picture first of our aspirations then dives into each of them to provide the advice that best suits our currently lifestyle to make those aspirations a reality. Corey also has a fantastic team that makes the overall experience quite unique."

Joanna, 46-5507 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have really enjoyed my sessions with Corey where I always learn something new about approaches to financial planning and management. I feel confident that I will be in a better financial position when I retire. "

Peter, 56-6505 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The experience of developing a long term retirement plan was thoroughly enjoyable thanks to Corey's engaging, thoughtful and professional approach. We feel completely at ease with the knowledge that Corey and his team are supporting our financial fitness to achieve our goals. Thoroughly recommended. "

Thanh, Under 3505 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was amazed coming out from my first meeting with Corey thinking he is more than just a Financial Adviser. He delved right into my life and talked about what was going on, what needed to change and how to go about it. Just from that meeting I was less stress about our financial on-goings and knew that it would only get better. Corey and his team worked brilliantly in providing their knowledge and support to help me and my family for a happy future. "

Phil, 35-4504 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My experience with Corey has surpassed all expectations. The service he and his team provides goes well beyond financial advice. Not only does Corey give the most professional service I have ever received, but it's provided in a such a respectful and informative way that leads me to recommend him to anyone who is considering professional financial advice."

Daryn, 35-4504 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been working with Corey for a number of years and he is very knowledgeable in his field. As well as being an industry leader in his profession on the technical side, he has a compassionate side as well. He cares about his clients and obtaining good results for them, both in business and personally. I would not hesitate in recommending Corey and his team to anyone as I have had dealings with the whole team and they are all a pleasure to deal with."

Michelle, Under 3502 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My name is Michelle Wilcox. I have a physical disability and rely on an electronic wheelchair for mobility purposes. Despite this I have a Diploma in Community Welfare Work and work as a Community Development Worker in the field of Disability. Corey has been someone in my life who has believed in my capacity to achieve my financial goals and aspirations. He demonstrates a high level of understanding and advice in assisting me to plan and invest for the future. "

Taryn, Under 3501 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have nothing but praise for Corey and his team at Verse Wealth. From the moment I met Corey I knew he cared about me as a person not just a client and invested the time to really getting to know me, my personal situation and my goals (personally and financially). In as little as 3 months I have never felt so in control of my finances and financial future. Corey offers next level service that will go far beyond a regular review with a Financial Advisor. Thank you Corey- your advise has been life changing for me. "

Steve, 56-6501 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My wife are of the age that we wanted to have a financial plan in place as we approach retirement. We contacted Verse Wealth and met Corey and his team. We commenced working with Corey actioning all his advice from Wills, Power of Attorneys, investment to banking strategies and we couldn't be happier. My wife and I will recommend Corey and Verse Wealth to our friends, family and those that need sound financial planning. Steve "

Jessica , 56-6530 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

Paul, 35-4529 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was unsure about seeing any financial adviser at first - but I read several reviews recommending Corey. After meeting him I immediately felt a lot more comfortable. His holistic approach to helping me manage my finances in an adaptive way that fits in with my ever changing lifestyle was exactly what I wanted. Could not be happier."

Kerrie, 56-6529 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Corey and his team are very knowledgeable. When we first went to them we had no idea what we were doing. He asked lots of questions and made us think more about our situation. Our first visit was very in depth, it was hard to be honest about things but Corey convinced us that the more honest we were the more he and the team could help us and they have. They are a professional group and we are so happy that we went to them for help with all our financial planning."

Ryan, Under 3528 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It's always hard knowing if you can trust someone, especially when it involves money and your livelihood. Luckily, this is NOT the case with Corey and the Team. They are incredibly welcoming and really get to know you so you feel comfortable and confident with the advice to follow. Corey and the Team are extremely professional, knowledgeable and are truly their to help. "

DENIS, 65+28 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Corey Wastle is our adviser who we have complete confidence with the handling of our financial affairs.We would have no problem recommending him to any of our friends of family if the need arises."

Olivine, 56-6527 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Corey has always been open and honest in our discussions which have always been of value to me and he is able to provide advice with a clear understanding of the state of our finances and how they work. He provides a very clear and transparent fee structure ensuring our trust. Over the years we have so much more than an advisor/client relationship...its more like a secured partnership and an investment in our future. "

Steven, 46-5501 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Corey's advise has been very clear and has had a positive impact on how I have organised my finances and investments. I feel a high level of trust has been established due to his expertise, professionalism and open communication style. "

Paul, Under 3524 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Before my partner and I started seeing Corey, we were very naive about planning for our future. since, he has transformed our Superannuation, Insurances, Investments and Estate Planning. "

Wendy, 56-6513 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Corey Wastle has been instrumental in giving me sound financial advice at a crucial time in my life. I have received a very professional and personalised service, where I am listened to, and everything has been very clearly explained to me. There is complete transparency in regard to fees and I have complete trust that Corey will keep me up to date and always give me a high level of expertise."

Hilary, 46-5510 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are very confident in Corey's expertise. We feel relaxed dealing with Corey and Monique. WE are learning a lot an know that Corey has our best interests at heart and keeps us updated on the ever changing financial world that we are not equiped with the knowledge to do. "

Ann, 56-6506 Jan 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Being in financial difficulty and having no previous experience with financial matters I was anxious and confused by products and people offering advice. Corey has proven to be an incredibly ethical, hardworking person who within a short period of time has me established with a future plan and a sustainable method of achieving my goals. He has absorbed what I needed and followed through in an unobtrusive yet thorough manner ensuring I am at no time confused or anxious about my financial situation."

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

MACQUARIE EQUITIES LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
23
Customers

#2
Preparing For Retirement
STRENGTH
21
Customers

#3
Savings Investment
STRENGTH
19
Customers

#4
Insurance Protection
STRENGTH
18
Customers

#5
Household Budgeting
STRENGTH
15
Customers

x

Overall rating

100%

Corey Wastle

Company: Verse Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Corey Wastle is a member of and in what capacity, the licensee or company of Corey Wastle and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Corey Wastle (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%