Mark McNeany

Acorn Wealth Pty Ltd

33 Yrs Experience
Notting Hill, VIC 3168

I’m a Certified Financial Planner (CFP), practitioner member of the Financial Planning Association, and holds a Bachelor of Arts from Latrobe University and Graduate Diploma in Financial Planning. Outside of my local studies, I have also completed an Executive Education Strategic Leadership program at Stanford University Graduate School of Business.

I am an authorised representative and senior financial adviser within Acorn Wealth.

Prior to joining Acorn Wealth in 2021, I was director and financial adviser within my own business Vertex Group, co-founded in 2002. Before this I ran my own financial planning practice established in 1996 which later operated as part of Vertex Group. My early experience in financial services started in 1987 with National Mutual in their Corporate Superannuation division, both in head office and their Victorian Branch, followed by 6 years at GIO Australia as a Financial Planner.

Acorn Wealth offer expertise across a broad range of advice needs. We are a team of 10 with shared values to provide quality financial planning advice and deliver client service excellence to all clients. Acorn Wealth is a family business and endeavor to treat all clients like family.

I’m married with 3 children and enjoy getting together with family and friends and having a hit of golf when I get the chance. I enjoy playing basketball, sharing my love of the game as a junior coach with the Malvern Tigers for over 10 years while my boys played through the ranks.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

First consultation is complementary, no charge.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.97
  • Number of reviews 26
  • First year providing advice 1991
  • Years of experience 33
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Acorn Wealth Pty Ltd

Suite 3, 202 Ferntree Gully Road
Notting Hill, VIC 3168

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323