Mark McNeany

Acorn Wealth Pty Ltd

Platinum

34 Yrs Experience

Notting Hill, VIC 3168

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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

First consultation is complementary, no charge.

5.00 July 2024

Mark has been our adviser for over 20 years, before kids, through the school years, providing patient, consistent advice on protecting our family and building assets towards retirement. There is no such thing as a stupid question with Mark and his approach at educating and explaining the reasoning for choices, all backed up by comprehensive research and preparation has left us as well prepared as possible for each stage of life.

5.00 March 2024

Mark is very easy to deal with, knowledgeable and always follows through on any commitments he makes.

5.00 August 2023

Mark has been my financial planner for the last 25 years. He is very approachable, has a great knowledge and understanding of the financial planning industry and very quick to communicate. I sincerely appreciate Mark's advice over the past 25 years in assisting with my financial planning and wealth creation.

5.00 March 2022

Having known Mark for over two decades, Mark has always been proactive in providing advice for myself and my family. Having resided outside of Australia for a number of years, its not always a top of mind topic for me to keep up with latest statutory regulations , trends and what's best for my situation. This is where Marks excels and his subject matter expertise is second to none and his ability to articulate in simplistic terms for the lay person is an admirable quality. Mark never forgets and with his personal attention to detail I know I am in safe hands and have plenty of evidence to support Marks authentic approach to protect and and continually improve my situation. This has led to Mark exceeding my expectations with his above and beyond attitude. I would not hesitate to recommend Mark's services and feel grateful to have been introduced to Mark all those years ago

4.75 August 2021

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!

Adviser status Platinum
Rating 4.97
Number of reviews 27
First year providing advice 1991
Years of experience 34
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English