John Versace

Apt Wealth Partners

Gold
8 Yrs Experience
Melbourne, VIC 3000
John has over 10 years in the financial services industry. John is highly educated, having obtained a Bachelor of Business (Economics & Finance), Advanced Diploma of Financial Planning and a Graduate Diploma in Financial Services. His diverse career includes experience working with some of Australia’s leading investment and financial institutions.  John is also a Certified Financial Planner® with the Financial Planning Association of Australia (FPA).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 13
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Services (Insurance)
  • Language spoken
    • English

Apt Wealth Partners

Level 8, 360 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Apt Wealth Partners

AFSL 436121

4.90
13 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.75

"We started working with John this year as we needed help managing our complex financial situation. We are Australians living abroad in the US and John was recommended to us by another expat family. Our experience with John has been extremely positive; from our first conversation, John took the time to understand our entire situation so he could provide tailored guidance. John is helping us navigate everything from international tax, investments, asset management and budgeting and his help has been crucial to getting us to the point where we are at today. John has a very friendly demeanor and is always available to answer any questions we have. I would highly recommend John to anyone looking for a Financial Adviser, but in particular for expats living abroad."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has given me honest and strategic advice with regards to my portfolio. He is in my opinion very professional, honest and consultative with his advice and recommendations. John treats you as a person not a number and is always available to chat. John always leaves me feeling I have made the correct decision. Peter H"

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John Versace has been extremely helpful, knowledgeable, and professional in assisting me with all aspects of my investment and financial portfolio. His expertise in the complexities of having investments around the world, managing them remotely, and ensuring the best strategies for managing these, whilst advising on limiting tax exposures in multiple locations, has been invaluable. As an Australian expatriate in the United States, it is invaluable to have someone who understands the US/Australian tax issues relative to my investment portfolio management. I highly recommend John. [July, 2020]"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has been great to work with on setting up my finances. As an Australian expat living in the US, finding an adviser who understands the tax implications of investments has been fantastic. John is always available to take any queries I may have and reaches out to me with proactive advice and investment recommendations. Thanks John!"

  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has proved to be a very patient, knowledgeable financial advisor, who has always been there for us with advice, strategies & help. Under John's guidance, we know our investments have increased in value, as well as knowing we are investing in the right products that suit our needs. As we march towards early retirement, John is the advisor we will aligned ourselves with to ensure we are on the right path. Top bloke who we highly recommend. Zoe & Eden Terure"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've been a client for many years and have been very happy and satisfied with the care and service levels."

  • Government Assistance
  • Expat Finance
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent service. Always available to assist in my financial circumstances."

  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been very happy with the service provided, any question between reviews I need to ask I just email/ring they are always answered promptly."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is very approachable, friendly and helpful. He explains things in an easy to understand manner and we are very confident in his advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I were hesitant of seeing a financial planner as we had seen one in the past and didn't have a positive experience. John was very honest and up front to our retirement needs and goals, he was very patient with explaining what we needed to do. We now feel better about our future and look forward to retirement!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2006

Graduate Diploma of Financial Services (Insurance)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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