All Comprehensive Financial Planning

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    Rebecca Fergusson

    Rebecca Fergusson is a Certified Financial Planner® Professional with a strong background in accounting. Rebecca has been providing strategic financial planning advice to private clients, business owners, self managed super funds and charitable foundations for over 20 years. Rebecca holds a Bachelor of Commerce degree from the University of Tasmania Read more [...]

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    Kathryn Fitch

    I pride myself on educating & taking out the financial worry for my clients. I can relate to their queries on how a financial planner can help them because when I started a marketing role in a financial planning company, I didn’t know about financial plans or strategies either. But Read more [...]

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    Marshall Brentnall

    I love helping my clients take more holidays, grow their wealth, repay their mortgage faster and have more fun. In a world that increasingly filled with noise, we provide our clients with financial leadership and direction so that they can focus on their personal and professional goals – it’s that simple. Outside of Read more [...]

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    Matthew McConnell

    Matthew has worked in the financial services industry for over 20 year and holds the industry’s highest certification as a CERTIFIED FINANCIAL PLANNER®. Matthew has a particular passion for helping clients identify and achieve their personal, family and business goals. Providing clients with information to clearly understand their options is Read more [...]

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    Troy Theobald

    “Though I started my career as an accountant, I quickly came to realise that I could make a far more meaningful positive difference in people lives through providing personalised financial advice. The role I believe I play is that of a coach. I help my clients learn the skills and Read more [...]

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    Corey Wastle

    I’m a CERTIFIED FINANCIAL PLANNER® and co-founder at Verse Wealth, a fast-growing advice firm that’s helping create a new era in financial advice. At Verse, we pride ourselves on providing what we call ‘great advice’. It’s personalised, purposeful and delivers outcomes based on the things that really matter. For everyone what Read more [...]