We’re excited and humbled to announce that Verse Wealth has been shortlisted as a finalist for five Independent Financial Adviser (ifa) Magazine Excellence Awards.
- Client Servicing Company of the Year
- Client Servicing Individual of the Year
- Goals-based Adviser of the Year
- Newcomer of the Year
- Young Adviser of the Year
The ifa Excellence Awards are among the industry’s most prestigious accolades recognising the very best in advice, innovation, and client outcomes across the industry of Australian independent financial advice.
We're proud of the positive impact we have been able to have on not just the finances, but the lives of our clients. As the leader of our organisation, I'm incredibly grateful for our team's endless commitment to delivering outstanding advice and service. We're proud to be able to say that our client satisfaction scores consistently rate in the top 1% of professional service firms globally. That's no mean feat. And although we don't aspire to recognition, we'll take a little... and hopefully an award or two at the (online) gala event in late October.
A special shout-out to one of our Financial Advisers, Daniel Donovan, who was named as a finalist in two categories (Young Adviser of the Year and Newcomer of the Year). If you're a client of Daniel's, this should come as no surprise.
Finally, to all of our wonderful clients at Verse, contributing to your success and helping you live your best life is what gets us out of bed. We thank you sincerely for your ongoing support.
- Corey Wastle and the team at Verse