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James O'Reilly

 James O'Reilly

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

Overview CONTACT THE ADVISER

James O'Reilly James O'Reilly

total Reviews

8

Experience

18yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

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
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $3300
  • 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 8 total)See all

"I couldn't be more impressed with the way that James and the team at Verse have built their business. Nothing about it is accidental - every single step of the process and aspect of being a client is designed to maximise my outcome and do the right thing by me; there is nothing selfish about it whatsoever. More than anything, James cares deeply about the impact his Advice has on me, giving me great clarity of the path forward, and confidence that everything I want to achieve in life is possible. My life has shifted positively since working with James and I hope you are lucky enough to experience his real Financial Advice one day as well."

Michael, Under 35 17 Jun 2017

"James is extremely personable with gets along with anyone. He is neither glass half full or empty; He is right bang in the middle which is exactly what you need from an advisor. He has a bright future in business ahead of him. "

Neel, Under 35 24 Apr 2017

"We have been extremely happy with the service that James and his team have provided. We have felt very comfortable every step of the way. He communicates clearly and answers any questions we have. James is always on hand to assist us with our needs, whether it's advice on insurances or cashflow. James demonstrates a high level of expertise in this field and the quality of the advice has been fantastic. We have developed a high level of trust working with James and this is largely due to the transparency and genuine care he displays while working with us. "

Carly, Under 35 23 Apr 2017

History & Qualifications CONTACT THE ADVISER

My qualifications

Master of Applied Finance (2015)

Margin Lending and Geared Investments (2011)

Advanced Diploma of Financial Services (Financial Planning) (2009)

My membership

SMSF Assocation (SMSF)

Awards
  • CFP Excellence Award (2013)
  • IFA Finalist - Industry Thought Leader (2016)
Years of experience
  • 18 years total experience

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, Melbourne
VIC 3005 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 8 Total Reviews
Michael, Under 3517 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I couldn't be more impressed with the way that James and the team at Verse have built their business. Nothing about it is accidental - every single step of the process and aspect of being a client is designed to maximise my outcome and do the right thing by me; there is nothing selfish about it whatsoever. More than anything, James cares deeply about the impact his Advice has on me, giving me great clarity of the path forward, and confidence that everything I want to achieve in life is possible. My life has shifted positively since working with James and I hope you are lucky enough to experience his real Financial Advice one day as well."

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

"James is extremely personable with gets along with anyone. He is neither glass half full or empty; He is right bang in the middle which is exactly what you need from an advisor. He has a bright future in business ahead of him. "

Carly, Under 3523 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been extremely happy with the service that James and his team have provided. We have felt very comfortable every step of the way. He communicates clearly and answers any questions we have. James is always on hand to assist us with our needs, whether it's advice on insurances or cashflow. James demonstrates a high level of expertise in this field and the quality of the advice has been fantastic. We have developed a high level of trust working with James and this is largely due to the transparency and genuine care he displays while working with us. "

Jennifer, 35-4522 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"James has been an absolute gem to find. He was recommended by our accountant and we have never looked back. He's cleared up so many issues for us since arriving in Australia and continues to do so. Very professional. I have every confidence that James will help us achieve our financial goals. Highly recommended! Thanks James. Keep it up."

Tim, 56-6521 Apr 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"James has an amasing communication style putting you at easy within the first 5 minutes of meeting. His knowledge and recommendations in helping me prepare for retirement have been spot on to date. His up front explanation of processes, procedures and fees is highly transparent. I would strongly recommend him to others seeking advice in the same area. Tim 3195."

Justin, 35-4521 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"In today’s age, businesses have forgotten how to provide exceptional service so I was really blown away by how good the team from Verse Wealth were in particular James O’Reilly. From the moment I stepped foot in the Verse office until the moment I left I felt important and that both James and his team genuinely wanted to thoroughly understand my life goals before carefully creating the strategy to help me not only achieve but exceed them. "

Jeremy, 56-6529 Jul 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found James to be very smart and wiling to make the hard topics simple. I have sent my sister to him who also had a great experience."

John, 45-5501 Mar 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very trustworthy and thorough and always describes things to me in a way I understand. James has patiently talked with me about many different areas of money - I really feel like I understand things now! Would recommend"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

Madison Financial Group Pty Ltd

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
7
Customers

#1
Insurance Protection
STRENGTH
7
Customers

#2
Household Budgeting
STRENGTH
6
Customers

#3
Tax Effective Strategies
STRENGTH
4
Customers

#4
Managing Debt
STRENGTH
3
Customers

#4
Savings Investment
STRENGTH
3
Customers

#5
Estate Planning
STRENGTH
2
Customers

#5
Preparing For Retirement
STRENGTH
2
Customers

#5
Self Managed Super Funds
STRENGTH
2
Customers

x

Overall rating

82%

James O'Reilly

Company: Verse Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies James O'Reilly is a member of and in what capacity, the licensee or company of James O'Reilly 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 James O'Reilly (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 100%

Customer Satisfaction: 100%