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 23
  • 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

4.95
23 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 23

Sort by

4.75

"I have been an ongoing client of Marks for a number of years. Recently Mark helped me close my SMSF and transition to a Retail fund. This was a fairly complex process but it was handled extremely well, Mark clearly outlined the procedures for me and always followed up to make sure the transition was seamless. Thank you!"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Trustworthy, effective listener and communicator, professional, pragmatic, and flexible. This is how I experienced Mark when providing me with expert advice on superannuation and life insurance. Mark takes the time to explain, to a degree of detail that you need, and will lead you through the process at a pace that is comfortable to you. I would recommend Mark to anyone seeking similar financial advice."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Mark for over 10 years and found Mark to diligent, knowledgeable and very ethical with his advice over the years. I would not hesitate in recommending Mark to anyone seeking Financial advice."

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

"Mark was focused and knowledgeable; he understood our needs completely and came up with a very good solution."

  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been clients of Mark's for several years now. We always find him to be professional, un-biased in his advice and a very skilled communicator. It’s very reassuring to know that during unfortunate times like my most recent accident, that we have such an advocate like Mark advising us. We would highly recommend Mark and Vertex Group for their attention to detail, expert advice and wonderful customer service."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Mark McNeany and Vertex for many years. He has taken great care of my wife and I through the creation and management of superannuation and insurance products. Mark has always made sure I am adequately protected for any eventuality, and thankfully I didn't need any assistance - until I did. In December 2018, I had an accident on a business trip overseas and was out of action for several months. Mark and his excellent relationship with MLC meant my income protection activated on time. Everyone was incredibly supportive of me, and Mark expertly managed the insurer, liaising on my behalf. Knowing I have my insurances sorted is a real comfort but knowing Mark McNeany has my back is even better!"

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

"We have been a client of Marks for almost 10 years, Mark has assisted us with our life insurance, superannuation and investments during this time. His experience and knowledge has been greatly appreciated and we recommend him and the Vertex Group highly."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has helped me get the cover I need to know that if something does happen I will be protected and covered. Very helpful and knowledgeable"

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

"Very good and clear advice. Easy to understand and left feeling like I have a much better understanding of the steps I should take."

  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been dealing with Mark for more than 15 years. Mark and his team provide an excellent ongoing service from year to year. Mark always has suggestions on how I can protect myself and work towards my goals. Mark is easily accessible and always happy to answer my questions. Highly recommend."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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