EXPAND: The Edge of Innovation: How three firms are shaping the future of financial planning

Corey Wastle is the CEO of Verse Wealth, a multi-award-winning firm providing advice across Australia. Verse is recognised by the industry for its client experience, innovation, and culture.

Kathryn is a leading figure within our team and a lynchpin within the collaborative, multi-disciplinary culture that drew her here in the first place. With more than ten years of experience as a wealth adviser, her influence and leadership now extend to our broader industry – she has been part of the WA Chapter Committee for the Financial Planning Association (FPA), presented at conferences, and won the 2021 FPA Certified Financial Planner Award.

Within our close-knit team, Kathryn’s ability to un-complicate the most complex issues for high net-worth families is widely respected, walking with clients on a journey of discovery to clarify the way forward and quell their anxieties. She’s also our go-to expert whenever we help women deal with the uncertainty of losing a loved one, navigate divorce, and take financial control for the first time.

And it is, perhaps, this combination of acumen, collaboration, and compassion that makes Kathryn so valuable. She’s a mentor to many young professionals within and outside our firm, working tirelessly to inspire the next generation to choose financial planning as a career. She’s the very personification of Capital Partners. And what means more than money to Kat? It’s happiness, family, friends, and new experiences.

Troy MacMillan is the founder and Chief Executive of The Wealth Designers and has 35 years of wealth management experience. After starting his career working as an accountant, he spent many years working overseas in investment banking before coming back to Australia to focus on financial advice.
He is now a Certified Financial Planner (CFP), a SMSF Specialist adviser (SSA) and a regular contributor within the media.
After receiving one of the highest individual awards in financial advice – The AFA Australian Adviser of the Year, Troy then focused his time on building a business that provided valuable advice for more Australians.
The business model has been rewarded with some of the most prestigious national awards in the industry, including being named The Professional Planner Australian Best Practice in 2013, Telstra Small Business award in 2014, The AFA Practice of the Year in 2018 and more recently, The IFA Self-Licensed Firm of the Year and The IFA Client Servicing Company of the Year.
Troy is recognised as one of the most experienced, progressive, friendly and trusted advisers in the country, while his outstanding TWD team is well known for its warm, dedicated approach and commitment to excellence.