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Overall Adviser Rating
Average Customer Rating
Percentage of Positive Reviews
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.
All levels of wealth investment
All levels of income
"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. "
"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. "
"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."
For the past 17 years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
We are currently importing all qualifications and memberships from the ASIC register - please go to MoneySmart link here and lookup
Level 10 Tower 4 World Trade Centre,611 Flinders St, MelbourneVIC 3005 Australia
"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."
"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. "
"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."
"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"
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Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) (AR 466730 ) is a Corporate Authorised Representative of IPraxis Pty Ltd (ABN 39 114 365 007) the holder of Australian Financial Services Licence No. 329337.
Level 2, 50 Bridge Street, Sydney, NSW 2000, Australia
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)
Quality of Advice: 100%
Customer Satisfaction: 100%