The Verve difference,
it's all about you
We founded Verve Financial Partners in 2005 after leaving senior positions at a major Australian bank to create a financial advisory practice that values people over sales targets. We wanted to build a company built on transparency and trust; to be truly client-focused and offer practical advice to help people achieve their life goals.
Our strategic personal advice is based on smart thinking, careful investing and our combined experience of more than 50 years in financial planning.
With Verve, you are free to stop worrying about your financial affairs and enjoy the lifestyle you’ve worked so hard for.
Your team of experts
BA Econ., CFP®, Dip F.P.
AR No. 309020
Gary established our Burwood practice in 2006.
He holds a Bachelor of Arts degree (Economics & Geography), Diploma of Financial Planning from Deakin University and is a Certified Financial Planner (CFP) and member of the Financial Planning Association.
Gary’s passion is helping clients figure out where they need to go and how to get there. He tailor makes financial plans around each clients’ needs. Gary is a skilled strategist able to understand and simplify complex financial issues.
BA Bus., CFP®, C. CPA AU, Dip F.P.
Director (Bondi Junction)
AR No. 292833
Bill established Verve Financial Partners in 2005.
He has a Bachelor of Business (Accounting) degree from the University of Technology Sydney and a Diploma of Financial Planning from Deakin University. Bill is a Certified Financial Planner (CFP) and a member of the Australian Society of Certified Practicing Accountants.
Bill provides strategic financial advice and wealth management solutions for his clients without unnecessary industry jargon.
Ad. Dip F.P., Dip F.P.
AR No. 292833
Kerrie was instrumental in the establishment of Verve Financial Partners and heads up our Kogarah practice.
She holds an Advanced Diploma of Financial Planning, a Diploma in Financial Planning, a Certificate in Marketing and is a member of the Financial Planning Association. Kerrie also holds specialist accreditation for Aged Care advice.
Kerrie is an expert in helping clients achieve financial security through goal setting, planning and strategic advice.