I’m a Financial Adviser and the founder of Verse Wealth.
I started Verse because I felt like the industry was broken, and people needed a new kind of financial advice. We had a vision to make financial advice personal and impactful, to treat money as fuel for a great life, and do it without the commissions and kickbacks that have diminished the value of advice for decades.
I’m a CERTIFIED FINANCIAL PLANNER® with the Financial Planning Association and a member of the Financial Planning Association (FPA).
If you want to get to know me better, you might appreciate this podcast. It gives you a really good sense for why I started Verse, how I think about advice and what’s most important to me when working with clients.
At Verse, our approach is wildly different to most of the industry. We believe financial advice is a deeply personal experience. The challenges are real, the stakes are high, and the impact can be transformative. To learn more about our Approach, click here.
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here.
We work with professionals, families, entrepreneurs and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or perhaps have been thinking but not acting for a long time.
What our clients say
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘We’re on track in a huge way, thanks to Verse.’ Richard. S
‘I could not be happier with their professionalism and knowledge.’ James. F
‘We’ve achieved so many goals with the help of Verse’. Liz. G
‘The Verse team will change your lives forever.’ Stephen. S
‘The efficiency and individualisation of the whole process has been 5 star.’ Luke. S
We operate on a fee-only basis. We don't take commissions, kickbacks or referral fees. Fees are based on the complexity of your situation and the advice you need.
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.
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.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 29
- First year providing advice 2011
- Years of experience 12
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Verse WealthLevel 2 Hub Southern Cross, 696 Bourke St
Melbourne, VIC 3000
- 8:00am – 6:00pm Monday – Friday
Verse Wealth Licensee Services Pty Ltd