Stevie-Jade Turner

Profile picture of Stevie-Jade Turner, Verse Wealth, financial planner
Certified Financial Planner®, SMSF Specialist, BComm (Acc & FP)
Adviser since: 2013

Stevie-Jade’s approach blends analytical problem-solving with a strong interest in how money supports real-life outcomes. Alongside client work, she has played a role in developing other advisers, reflecting a broader commitment to thoughtful, personalised advice beyond traditional models.

More about Stevie-Jade Turner

Stevie-Jade is a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers.

She loves helping people and, from an early age, had an affinity for complex maths and enjoyed problem-solving. It was this combination that led her to a career in financial advice in 2009. Since then, she has spent more than a decade helping clients achieve their goals and feel financially secure, as well as coaching many financial advisers.

She is passionate about advice that is truly personalised and strategic, and enjoys thinking outside the box to ensure clients’ money is genuinely serving them.

Investment Style

At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about Verse’s approach, click here.

Specialties and Areas of Expertise

Services
Their advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about Verse’s services, click here.

Clients
Verse work with professionals, pre-retirees, high achievers and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about Verse’s clients, click here.

Professional Standards You Can Trust

Qualifications & Memberships

  • Certified Financial Planner (CFP®)
  • SMSF Specialist (SSA)
  • Member of FAAA
  • Bachelor of Commerce (Accounting & Financial Planning)

Industry Recognition & Awards

  • 2024 Self-Licensed of the Year – Independent Financial Advisers
  • 2024 Client Servicing Company of the Year – Independent Financial Advisers
  • 2024 Excellence Award – Independent Financial Advisers
  • 2022 Goals-Based Adviser of the Year –Independent Financial Advisers
  • 2021 Excellence Award – Independent Financial Advisers
  • 2021 Client Outcome of the Year – Independent Financial Advisers
  • 2020 Advice Innovation Award – Financial Planning Association
  • 2020 Client Servicing Adviser of the Year – Independent Financial Advisers

Testimonials

“We find Stevie-Jade extremely knowledgeable, she is able to explain our financial situation and the reasoning behind her recommendations. Our 6 monthly review sessions are always enjoyable and very informative. Stevie-Jade is always available throughout the year for any queries we may have.” ~ Wendy, 65+ years

“Stevie-Jade gave us the advice we needed to keep living our life our way. All aspects of pension, super, and inheritance were discussed. We felt that we could continue as we are comfortably.” ~ Lynne, 65+ years

“Stevie-Jade was very knowledgable and was able to provide us with a very sound life insurance and within our budget. We appreciate her taking our questions to alleviate our concerns. She was also able to help answer general questions we had. For things we asked she was not certain off, she would do research to get a better understanding before answering. We really appreciate her help!! We recommend her highly!!” ~ Becky, 35 – 45 years

“Getting financial advice has been one of the best things we’ve ever done.” ~ Olivine. M

‘Verse have been indispensable helping my family achieve our goals.” ~ Greg. P

“Professional, personable, responsive and highly knowledgeable.” ~ Ryan. C

“I could not be happier with their professionalism and knowledge.” ~ James. F

“The Verse team will change your lives forever.” ~ Stephen. S

To see more of what other clients have to say about the experience of working with Verse, you’re encouraged to check out Verse’s Google reviews.

You Deserve The
Best Financial Planner for You

Contact us now to book your initial consultation

Best Financial Planners logo

Let us help connect you with the
BEST ACCOUNTANT for your needs

Best Financial Planners logo
Let us help connect you with the
BEST FINANCIAL PLANNER for your needs