Finn Vercoe
Investment AdviserFinn joined Evans and Partners in 2022 and is dedicated to helping clients achieve their financial goals through disciplined portfolio construction and management. He applies a methodical, detail-oriented approach, taking the time to deeply understand the client’s situation before working collaboratively with them to craft a solution that is genuinely customised to their unique circumstances and goals.
Finn finds satisfaction in seeing clients experience the peace of mind that comes with having a professionally managed investment strategy that is aligned with clearly defined objectives.
Finn holds a Bachelor of Commerce (Finance and Economics) from the University of Technology Sydney, where he was awarded the Business Dean’s Scholarship, and a Graduate Diploma of Financial Planning from Kaplan Professional. He has completed the FASEA exam and is currently undertaking the Chartered Financial Analyst qualification, demonstrating his commitment to continuous professional development.
Outside of work, Finn enjoys training for triathlons and marathons, as well as camping, hiking and four-wheel driving.
Expertise
- Financial Training for Next Generation
- High-Net-Worth Investing
- Personal Investment Advice