Verse Wealth

Verse Wealth

Financial Services Au 27 employees
Employees
27
Contacts
2
Emails
2

Verse Wealth Overview

Headquarters
Au
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
27
Founded
2015
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Verse Wealth

At Verse, we take a wildly different approach to financial advice. It’s personalised, impactful, and multi-award-winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help you live the life you want – so your money is truly serving you, rather than the other way around. • • • • • • • • • • • • • • • Our role on your Journey is to help you: 1. Make intentional choices – based on your values and intentions. 2. Build your wealth faster than you can alone. 3. Improve your overall financial wellbeing. 4. Guide you through investment markets. 5. Identify blind spots and avoid costly mistakes. 6. Understand the impact of your choices on your financial future. 7. Manage changes in legislation and the economic environment. 8. Provide knowledge, perspective, and good judgement. • • • • • • • • • • • • • • • Our advice embraces your entire financial life. This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning. • • • • • • • • • • • • • • • We’re independently owned and licensed. We operate with no commissions, no kickbacks and will never recommend financial products you don’t need. • • • • • • • • • • • • • • • Geography is no barrier. Australia wide, we’d love to hear from you. www.versewealth.com.au

Verse Wealth Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Verse Wealth Org Chart

Sample employees and titles
Name Title Contact
Patrick Canion International Wealth & Business Adviser - Switzerland & Australia
Email
Ed Terkelsen Gaicd Wealth Management Executive
View
Ellie Fordham Senior Financial Adviser at Verse Wealth
View
Stevie-Jade Turner Cfp® Senior Financial Adviser
Email

Employees by Management Level

Associate / junior 7 profiles
Individual contributor 5 profiles
Senior / Lead 3 profiles
VP / Head 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 0
General 1 1 0

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