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
My fees
I offer a free initial consultation for potential new clients. Get in touchWe 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
- Number of reviews 29
- First year providing advice 2011
- Years of experience 13
-
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
-
Language spoken
- English
Verse Wealth
Hub Southern Cross, Level 2, 696 Bourke St
Melbourne, VIC 3000Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Verse Wealth Licensee Services Pty Ltd
AFSL 523541