Mark Wenzel

The Hopkins Group

Gold
22 Yrs Experience
Melbourne, VIC 3000
Mark Wenzel is a Senior Financial Planner at The Hopkins Group. Mark has worked as a financial adviser for over 20 years and started with the business back in May 2019. He once founded and managed his own financial advisory business formally the EON Financial Group, a premium provider of financial and retirement advice, strategy and education. Today he strives to help all his clients achieve their financial aspirations by implementing financial and investment strategies to breakdown long term goals into annual targets. His key services include Financial Planning, Personal Insurance, Mortgage Broking, Investment Advice, Retirement Income Management and Self Managed Superannuation Fund (SMSF) establishment and transfers. Until very recently Mark produced a monthly podcast for SMSF trustees featuring industry specialists and insider information including SMSF financing, Australian and international investment markets, installment warrants, property investment and more. You can listen to some of his latest episodes here. Previous guests include mining industry veteran Ken Roche, Platinum Asset Managements Douglas Isles and ASX Head of Listed Investments Ian Irvine.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 11
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

The Hopkins Group

Level 23, 500 Collins St
Melbourne, VIC 3000

Opening hours

  • 10:00am – 4:00pm Saturday
  • 8:00am – 5:00pm Friday
  • 8:00am – 8:00pm Monday – Thursday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.75
11 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.80
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Mark is extremely professional within all facets of budgeting and making your money work for you. Thanks Mark."

  • Superannuation
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark provides us with on going advice relating to our SMSF in its pension mode, selecting and up dating our portfolio investments to suit and maximise returns in changing market conditions. We feel very comfortable with Mark's advice and receive his prompt attention as and when we require it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"Relatively recent relationship with Mark. Two years max. He is knowledgeable and listens to my needs and responds to those needs. I have relied on the Hopkins group and trust the advice they give, and chosen safety over aggressive share exposure. To this end Mark has assisted me with his much deeper understanding of the markets. Very content with the discussions that we have had and I am comfortable talking to Mark. Mark explains the choices he makes regarding my investments and why they suit my risk adversity. Very happy to continue this relationship. I find it uncomfortable whenever I am given a different advisor as it takes time to establish a new relationship and the trust attached. As well as my relationship with Mark I also value highly the assistance from Michael and Vedant. It is my intention to continue to be a Hopkins client for a very long time. Appreciated Gordon and Lynne REID"

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

"From the time we first met Mark, we have always felt comfortable with his advice on matters regarding the setting our SMSF, investment property and planning our retirement strategy."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I felt our Super investments were a little stagnant and thought we should be more active in the market. Our feelings were acted upon and the opportunity for Mark to manage the portfolio was presented to us. We took that opportunity and Mark has completely reworked our investments. Mark keeps us informed of his intentions, explaining his reasoning and requesting our comments and thoughts. Now the portfolio is much more balanced, in a better position for the growth ahead. Mark continually actively manages where he sees opportunities and has always been available to answer any questions. Its a great benefit to us to be able to take advantage of Mark's experience."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is a hard working young man who always has his client's best interest, honest with his options and research able to explain things quite easily and clearly. He goes out of his way to ensure you get the right advice and service, l have no problem in referring Mark to family and friends."

  • Managing Debt
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark has given me advice in areas including loan products, self managed super funds and managing debt. Mark was able to explain things to me in a clear way and ready to answer any questions we had. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Mark's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Have been dealing with Mark for a number of years and find his advice sensible and in line with our risk profile. He also like the horse racing so we share a hobby."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since being introduced to Mark through a mutual friend both my family and I have been able to achieve goals we thought would not be possible for many years down the track. Through his knowledge and expertise we have been able to “fast forward” our life plan. He has also been able to give us a “true north” direction and a clearer view of what we want to achieve while at the same time safeguarding both my wife and I, and our children’s future! I would highly recommend Mark Wenzell to anyone who was looking to enhance their financial capabilities. Craig Dyson."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has provided me with clear advice and help setting up a self managed super fund. At all times I have felt Mark to be honest, knowledgeable and approachable. With Mark’s continuing advice and management I feel comfortable to let him do what he knows best and I can enjoy my retirement."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Margin Lending

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2014

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Bond University
Completed
1995

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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