Corey Wastle

Verse Wealth

Platinum
11 Yrs Experience
Melbourne, VIC 3000
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. ?Our Approach 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 Services 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. Our Clients ? 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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 29
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Verse Wealth

Level 2 Hub Southern Cross, 696 Bourke St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Verse Wealth Licensee Services Pty Ltd

AFSL 523541

4.95
29 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 29

Sort by

5.00

"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."

  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 29

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

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

Qualifications & Training

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Bachelor of Business and Commerce

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2010

Bachelor of Communications

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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