Mark McNeany

Vgb Wealth Pty Ltd

Gold
31 Yrs Experience
Notting Hill, VIC 3168

I’m a Certified Financial Planner (CFP), practitioner member of the Financial Planning Association, an Affiliate of the Australian Insurance Institute and hold a BA from Latrobe University and more recently completed an Executive Education Strategic Leadership program at Stanford University Graduate School of Business.

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

Prior to joining VGB 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.

VGB Wealth offer expertise across a broad range of advice needs. We are a team of 8 with shared values to provide quality financial planning advice and deliver client service excellence to all clients. VGB are a family business and endeavor to treat all clients like family.

I’m married with 3 children and enjoy a hit of golf when I get the chance. I enjoy basketball and still play, 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.

Description

Provide high quality, tailored client advice in the areas of Superannuation, Investment and Life & Income Insurance.

Financial advice to enable you to grow, protect and enjoy your wealth.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

First consultation is complementary, no charge.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 24
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Vgb Wealth Pty Ltd

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323