Ellie Fordham

Profile picture of Ellie Fordham of Verse Wealth, Best Financial Advisor
Certified Financial Planner®, SMSF Specialist, B Bus (FP)
Adviser since: 2012

Ellie Fordham offers a warm, life-centred approach to financial advice, helping clients make decisions that reflect their values and long-term goals. Her clear communication and practical guidance make the advice process approachable and supportive. As part of an award-winning national team, she is known for thoughtful strategies that build confidence and meaningful progress.

More about Ellie Fordham

Ellie is a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers. She has chosen to align her career with a leader in the profession who listens to clients, values people over product, and provides truly personalised advice.

With more than 15 years of experience in advice, she has been dedicated to her clients, while also championing causes she is passionate about — including supporting and promoting women within a historically male-dominated profession, and helping attract young people to financial advice as a career choice.

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 Business (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

“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, we encourage you to check out Verse’s Google reviews.

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Let us help connect you with the
BEST FINANCIAL PLANNER for your needs