Marc Venter

Guide Financial Pty Ltd

Platinum
20 Yrs Experience
Maroochydore, QLD 4558

Recent reviews

Guide Financial Pty Ltd

94 Memorial Ave
Maroochydore, QLD 4558

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 64
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We typically charge asset based fees for clients, however we are not opposed to dollar based fees. We do typically have a minimum annual fee level of $2,300.

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

4.80
64 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 64

Sort by

5.00

"Marc has been extremely helpful in all the areas of our finances.He is always available when contacted & his advice has always been helpful & sound. He has been very easy to deal with & solves any issues I have. He is always friendly & easy to talk to. I would recommend him any time & already have."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Marc has given my wife and I advice in areas including Superannuration Planning and Retirement and Pensions. He was able to explain things in a clear way, although it must have been obvious that due to my glazed look all was not sinking in. My understanding, not his explanation was at fault. Through Marc's knowledge and experience, I feel very confident that his advice was right for our needs. We felt that we received Marc's full care and attention when we needed it.'"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marc has given me excellent advice and support both financially and emotionally during my divorce. Marc ensured that he explained things to me in a clear manner and as a result I felt extremely confident about my future investments. Marc has also helped me to plan my budget and retirement. Marc always gives me his full attention and support and follows up all meetings with a comprehensive written report."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marc is very efficient and easy to understand. With good outcomes. Have recommended friends talk to him for clarity in their investments."

  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was able to explain things to me in a clear way as there was quite a few things I didn't understand. Through his knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Very happy to date with service from Marc and Guide Financial."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was usually able to explain things to me in a clear way. Through Marc's knowledge and experience, I feel very confident that the advice given was right for my needs. I have done and will continue to recommend Marc to family, friends and business clients."

  • Superannuation
  • Financial Hardship
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I have been a long term client with Marc. Over the years Marc has provided me with sound financial advice including super funds, share investment and some property investment. Marc is flexible with my needs and I am confident my retirement planning is on schedule."

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Marc has given me sound advice and provided long term and ongoing support for my home loans, superannuation, life insurance, income protection, and retirement planning. He has always given balanced advice taking into consideration my needs and concerns and adjusting recommendations based on his experience and up to date knowledge of the financial climate. I appreciate the detailed summaries of advice and goals . Communication is excellent and the staff friendly and efficient. I have heard many horror stories from colleagues where their finances have been less well looked after and feel very lucky to be with Marc and the team at guide financial."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Aiiie, how to please the reviewer of the reviewer? Advice was given about the current investments and we had a review of the year 2019/2020, plus the economic horrors suffered because of the Covid 19. Basic finances are easy enough for me, anything more complicated takes me a little time to absorb it. Marc is certainly very patient and very competent."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 64

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
TAL
Completed
2004

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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