Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Reviews
4.8
out of 5 starsRon
65+ years old"Marc has been extremely helpful in all the areas of our finances.He is always available when contacted & his advice has always been helpful & sound. He has been very easy to deal with & solves any issues I have. He is always friendly & easy to talk to. I would recommend him any time & already have."
23 Jun 2021Kerry
65+ years old""Marc has given my wife and I advice in areas including Superannuration Planning and Retirement and Pensions. He was able to explain things in a clear way, although it must have been obvious that due to my glazed look all was not sinking in. My understanding, not his explanation was at fault. Through Marc's knowledge and experience, I feel very confident that his advice was right for our needs. We felt that we received Marc's full care and attention when we needed it.""
07 Jun 2021Jacqueline
56-65 years old"Marc has given me excellent advice and support both financially and emotionally during my divorce. Marc ensured that he explained things to me in a clear manner and as a result I felt extremely confident about my future investments. Marc has also helped me to plan my budget and retirement. Marc always gives me his full attention and support and follows up all meetings with a comprehensive written report."
23 Dec 2020Trevor
56-65 years old"Marc is very efficient and easy to understand. With good outcomes. Have recommended friends talk to him for clarity in their investments."
21 Dec 2020Tracy
35-45 years old"Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was able to explain things to me in a clear way as there was quite a few things I didn't understand. Through his knowledge and experience, I feel very confident that the advice given was right for my needs."
13 Dec 2020Ian
56-65 years old"Very happy to date with service from Marc and Guide Financial."
28 Nov 2020My Expertise
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Aged Care
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Borrowing
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Budgeting
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Complex Investments
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Medical Industry
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 19 Years
- Highest qualification
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Certified Financial Planner (CFP)
- Industry Memberships
-
1 total
- Address
- 94 Memorial Ave
Maroochydore, QLD, 4558 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Guide Financial Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Australian Advice Network Pty Ltd
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Licensee owned by
AUSTRALIAN ADVICE NETWORK PTY LTD
My Qualifications
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Certified Financial Planner (CFP) (2013)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association of Australia (FPA)
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Margin Lending (2010)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Australian Securities Exchange Securities (2009)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Self Managed Superannuation Funds (SMSF) (2004)
Level of Qualification: Training / Exam / Other
Institution: TAL
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Bachelor of Business (1999)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Griffith University
My Memberships
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Financial Planning Association of Australia (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- starting from $2,530
- Ongoing Advice
- starting from $2,300
- Details
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We typically charge asset based fees for clients, however we are not opposed to dollar based fees. We do typically have a minimum annual fee level of $2,300.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Ron
65+ years old"Marc has been extremely helpful in all the areas of our finances.He is always available when contacted & his advice has always been helpful & sound. He has been very easy to deal with & solves any issues I have. He is always friendly & easy to talk to. I would recommend him any time & already have."
23 Jun 2021Customer opinions
Kerry
65+ years old""Marc has given my wife and I advice in areas including Superannuration Planning and Retirement and Pensions. He was able to explain things in a clear way, although it must have been obvious that due to my glazed look all was not sinking in. My understanding, not his explanation was at fault. Through Marc's knowledge and experience, I feel very confident that his advice was right for our needs. We felt that we received Marc's full care and attention when we needed it.""
07 Jun 2021Customer opinions
Jacqueline
56-65 years old"Marc has given me excellent advice and support both financially and emotionally during my divorce. Marc ensured that he explained things to me in a clear manner and as a result I felt extremely confident about my future investments. Marc has also helped me to plan my budget and retirement. Marc always gives me his full attention and support and follows up all meetings with a comprehensive written report."
23 Dec 2020Customer opinions
Trevor
56-65 years old"Marc is very efficient and easy to understand. With good outcomes. Have recommended friends talk to him for clarity in their investments."
21 Dec 2020Customer opinions
Tracy
35-45 years old"Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was able to explain things to me in a clear way as there was quite a few things I didn't understand. Through his knowledge and experience, I feel very confident that the advice given was right for my needs."
13 Dec 2020Customer opinions
Ian
56-65 years old"Very happy to date with service from Marc and Guide Financial."
28 Nov 2020Customer opinions
Neil
46-55 years old"Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was usually able to explain things to me in a clear way. Through Marc's knowledge and experience, I feel very confident that the advice given was right for my needs. I have done and will continue to recommend Marc to family, friends and business clients."
17 Nov 2020Customer opinions
Nicole
56-65 years old"I have been a long term client with Marc. Over the years Marc has provided me with sound financial advice including super funds, share investment and some property investment. Marc is flexible with my needs and I am confident my retirement planning is on schedule."
10 Nov 2020Customer opinions
Louisa
46-55 years old"Marc has given me sound advice and provided long term and ongoing support for my home loans, superannuation, life insurance, income protection, and retirement planning. He has always given balanced advice taking into consideration my needs and concerns and adjusting recommendations based on his experience and up to date knowledge of the financial climate. I appreciate the detailed summaries of advice and goals . Communication is excellent and the staff friendly and efficient. I have heard many horror stories from colleagues where their finances have been less well looked after and feel very lucky to be with Marc and the team at guide financial. "
06 Oct 2020Customer opinions
Huguette
65+ years old"Aiiie, how to please the reviewer of the reviewer? Advice was given about the current investments and we had a review of the year 2019/2020, plus the economic horrors suffered because of the Covid 19. Basic finances are easy enough for me, anything more complicated takes me a little time to absorb it. Marc is certainly very patient and very competent."
13 Sep 2020Customer opinions
Jacinta
35-45 years old"Marc has consistently given us sound financial advice. His expert assistance has saved us a lot of money, time, and stress - we highly recommend talking to Marc to make the most of your financial situation. "
16 Aug 2020Customer opinions
Stella
46-55 years old""Marc has given my husband and I advice in areas including superannuation and appropriate levels of insurance cover. We always find Marc approachable to ask questions and he always takes the time to explain our options and help us make decisions that we are comfortable with""
07 Aug 2020Customer opinions
Jim
35-45 years old"Marc has given me advice in areas including loan products, super funds and managing debt. Marc was able to explain things to me in a clear way. Through Marc's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Marc's full care and attention when I needed it."
30 Jul 2020Customer opinions
Suzanne
35-45 years old"We are very happy with the advice we have and continue to receive from Marc. We have found him to be very knowledgeable and he is able to explain things very clearly to us. I would feel very confident in recommending Marc. "
21 Jul 2020Customer opinions
Barbara
65+ years old"Since transferring our Superannuation Investments over to Marc we fell very confident taking into account his knowledge and experience -we are in very safe hands. He has always given us his full care and attention . We would recommend him highly Geoff &Barb"
15 Jul 2020Customer opinions
Damian
46-55 years old""Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was usually able to explain things to me in a clear way. Through Marc's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Marc's full care and attention when I needed it." "
28 Jun 2020Customer opinions
Sandy
35-45 years old"Marc has given us advice in area's including superannuation, shares and insurance. We are very confident that we are getting comprehensive advice in these areas and are tracking well to meet some medium and long term goals."
22 Jun 2020Customer opinions
Walter
56-65 years old"My wife and I find Marc very personable and keeps us informed and up to date with the current financial local and global situation. We find his advice is wise, cautious and considerate of our future needs. I would recommend Marc to others without hesitation."
17 Jun 2020Customer opinions
david
65+ years old"Marc has very good communication skills and has managed to give a degree of peace of mind in a very difficult market period. "
13 May 2020Customer opinions
Peter
46-55 years old"We really appreciate all Marc is doing to improve our superannuation!"
01 May 2020Customer opinions
Jason
46-55 years old"Mark understands our lifestyle requirements and how we would like to live and advises us with this in mind."
01 May 2020Customer opinions
Stephen
46-55 years old"Always feel confident in Marc's advice and direction."
23 Apr 2020Customer opinions
Cathrine
65+ years old"Marc has been advising me for many years and I have found his advice based on his extensive evidence based knowledge to be invaluable. He explains everything very clearly and takes a lot of time to ensure all outcomes and projections are understood My current situation with my financial affairs are very acceptable thanks to Marc’s dedication, attention to detail and consideration of my needs both currently and in the future "
10 Apr 2020Customer opinions
Jane
46-55 years old"Marc has given me advice in areas including budget and cash flow management, superannuation and retirement planning. Marc was usually able to explain things to me in a clear way. Through Marc's excellent knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Marc's full care and attention when I needed it.""
14 Mar 2020Customer opinions
Susanne
65+ years old"I trust Marc' s judgement in financial matters. "
04 Mar 2020Customer opinions
Liz
35-45 years old"Marc has given my husband and I financial advice over the past few years. We did not have a lot of knowledge ourselves about many of the financial aspects Marc discussed with us, but Marc was usually able to explain things to us in a clear way. Marc has happily taken the time to explain things thoroughly so that we understand clearly what it all means. Through Marc's knowledge and experience (and a lot of Questions), I feel Very confident that the advice given was right for our needs. We Usually received Marc's full care and attention when we need it. If Marc is not available - one of his team is always able to help out any situation""
26 Feb 2020Customer opinions
Kate
46-55 years old"Marc has ensured that I have the right amount of insurance to protect my family's future. He has managed my superannuation, leading to great returns. He organised financing for us when we purchased a new home a few years ago, and has continued to ensure we get the best deal possible from the financial institution involved. He and his staff are always friendly and welcoming and never hesitate to go the extra mile."
02 Feb 2020Customer opinions
jonene
46-55 years old"Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was usually able to explain things to me in a clear way. Through Marc's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Marc's full care and attention when I needed it.""
29 Jan 2020Customer opinions
Stephanie
46-55 years old"I'm very happy with Marc Ventor as my Adviser. "
14 Nov 2019Customer opinions
Peta
56-65 years old" We have been clients of Marc for approximately 18 years. Marc has always been very approachable with all aspects of our personal financial issues.Marc has always taken the time to clearly explain anything I have not understood. Marc is very professional and understanding and i feel very confident in the advice Marc gives us. Marc's knowledge and experience puts our mind at ease knowing we will have the best care with our finances for our future in retirement. I would highly recommend Marc to my family and friends for any type of financial advice. "
12 Nov 2019Customer opinions
Sandra
65+ years old"Marc has given me advice in areas including superannuation, options in managing my superannuation investments, tax strategies in relation to my superannuation and shares investments, will and power of attorney, as well as general advice when needed. Marc is always available and prompt with any help required, I wouldn't hesitate to recommend him to family and friends."
16 Sep 2019Customer opinions
Tim
35-45 years old"Marc utilises his indepth knowledge to apply products and services that fit the needs of our family. His explanations and rationale for his advice is clear and concise. I'm confident we are in a good financial position because of his assistance."
03 Sep 2019Customer opinions
Rick
46-55 years oldN/A
26 Aug 2019Customer opinions
Neville
56-65 years old"Yes"
01 Aug 2019Customer opinions
Wayne
56-65 years old"Mark is always generous with his time and easy to understand when he is giving financial advice to my wife and myself and I would be happy to recommend him to anyone looking for sound financial advice."
18 Jul 2019Customer opinions
Paul
56-65 years old"Mark has always been very knowledgeable about all our questions, giving us advice and explaining in detail any enquiries that we have, especially in regards to our Super, Aged Pension, Transition to Retirement, Money management, Salary sacrifice. Listens to all our needs. Would highly recommend him. "
09 Jul 2019Customer opinions
Simon
46-55 years old"I feel Marc listens to our needs and provides a variety of options for consideration, whilst offering a balanced explanation of the detail from which we can make a proper informed decision. I am comfortable in recommending Marc and confident he will provide you with his full care and attention."
24 Jun 2019Customer opinions
rosalie
56-65 years old"Marc is always current with financial advice. Honest and reliable, extremely skilled at his job. Offering sound advice without putting us at risk. He has been involved with all 5 of our grown children, from buying homes ,investments, and superannuation. He has gone over and above in the help he has provided us and our family. "
11 Jun 2019Customer opinions
Linda
56-65 years old" We are very confident Marc has given us the best possible advice tailored to suit our changing needs and financial situation. He has always taken the time to address any concerns or answer any of our questions. We recommend him without hesitation."
23 May 2019Customer opinions
Janelle
56-65 years old"Marc has given me very valuable advice across a range of financial areas. I have been reassured by his clear explanations, knowledge and experience that have all aided in my decision-making. I have appreciated his full care and attention when needed."
26 Apr 2019Customer opinions
Rhyl
56-65 years old"Marc is very approachable and explains things in a way I am able to understand. He has given us advice on our investments, financial planning for the future and money management as we head into retirement.. Through Marc’s knowledge and experience, I feel confident that the advice given was right for our needs. Marc is fully engaged in our sessions and we receive his full attention when it is needed."
29 Mar 2019Customer opinions
Stephen
56-65 years old"We went to Marc to take the next step in getting ourselves ready for retirement and in this he has excelled and more!"
27 Mar 2019Customer opinions
Greg
65+ years old"I see Marc twice yearly and he reviews all aspects of my financial and estate situation. He explains everything well and I am confident the advice received is appropriate. Marc always responds promptly to any queries I have at anytime between formal reviews."
12 Mar 2019Customer opinions
Deb
56-65 years old"Marc is extremely knowledgeable and competent in the area of financial advising. We have found him willing to patiently explain things we don't understand as many times as we need him to and to provide us with useful feedback and advice. We feel we can ask Marc for advice on a wide range of financial issues , knowing that we will get the best possible information in return. He responds promptly when we have needed advice or questions answered. He communicates well and has a positive, friendly and efficient manner in which we have great confidence."
20 Feb 2019Customer opinions
Isabelle
65+ years old"Marc has carefully explained all aspects of the Praemium portfolio and has offered to be available at any time should we need any further information or explanation. I feel very confident that our investments are being monitored and managed positively. "
18 Jan 2019Customer opinions
Kyrran
35-45 years old""Marc has given me advice in areas including loan products, self managed super funds and managing debt. Marc was always able to explain things to me in a clear way. Through Marc's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Marc's full care and attention when I needed it.""
09 Dec 2018Customer opinions
Annette
56-65 years old"Marc has given us advice in areas of managing debt, planning for retirement and super products. I feel confident that the advice given was right for our needs. We do receive Marc's full care and attention when we need it."
03 Dec 2018Customer opinions
Ian
46-55 years old" We have been with Marc for a number of years and followed him when he and his partner started the new business. Marc has managed our finances when we lived overseas and in Australia and we have always been very happy with the level of service and advice ."
02 Dec 2018Customer opinions
Tony
56-65 years old"Marc has always from day one of us meeting him to be a very professional friendly person We were immediately confident that we could trust his advise without a worry.His interest in our family is always paramount in our conversations which means a lot to us.His honesty and Knowledge of the maket place is always spot on and "
16 Nov 2018Customer opinions
Kylie
46-55 years old"We trust Marc to manage our finances and give us the best advice for our needs. Marc is friendly and explains all information clearly."
16 Nov 2018Customer opinions
neil
65+ years old"I found all the people at Guide Financial to be very easy and confident in there field of expertise, which is very assuring when it comes to your hard earned money. MARC and BRADLEY have come a long way in there business, and this is due to there good business ethic. this will always win over glitz and glamour."
30 Oct 2018Customer opinions
Nigel
46-55 years old"As per your example Very helpful "
10 Oct 2018Customer opinions
Barbara
65+ years old"Marc has always made me feel very confident that he is doing the best with the money he handles for me. He is always the person I recommend when anyone mentions that they need financial advice."
10 Oct 2018Customer opinions
Mandy
65+ years old"Marc has provided great support both in the past and also more recently when my husband passed away. I am very happy with the advice he provides. "
04 Oct 2018Customer opinions
Graham
46-55 years old"Marc is an expert in his field and has helped us immeasurably. I often recommend him to others and always hear the same feedback from them. I have always received Marc's full care and attention and have benefited greatly from his advice and input."
03 Oct 2018Customer opinions
John
65+ years old"Marc does an excellent job."
12 Sep 2018Customer opinions
Beverley
65+ years old"All thanks to Marc and his staff for all the financial help and kindness they've given me over the last 8 months as I went through a very difficult time with the loss of my husband. "
31 Aug 2018Customer opinions
Patricia
56-65 years old"A trustworthy, knowledgeable person "
07 Aug 2018Customer opinions
Pattie
56-65 years old"We really appreciate all Marc does - he is so professional & approachable. Looks after our Super so well. Would recommend Marc to anyone who is seeking excellent financial advice."
06 Aug 2018Customer opinions
Michael
56-65 years old"Marc has been an absolute pleasure to deal with and his expertise, knowledge and advice has been of the highest order"
24 Nov 2016Customer opinions
David
65+ years old"I have been a client of Marc for several years and have been very happy with his recommendations and assistance in managing my retirement portfolio. He has always been available to assist with unexpected problems, and I feel my affairs are in good hands when I am out of the country (which is often). "
19 Nov 2016Customer opinions
David
56-65 years old"We are pleased to have Marc Venter as our financial and retirement adviser and have been very happy with our port folio returns over the past 5 years. His professional advice and experience has taken the worry out of planning for our retirement and the years ahead. Marc has kept us updated with regular financial and investment reviews and is always available to clearly answer any of our questions when our circumstances change."
19 Nov 2016Customer opinions
Richard
65+ years old"Looks after our interest well well"
17 Nov 2016Customer opinions
Carol
65+ years old"I first met Marc Venter in January, 2004 when I was employed by Brad Wall as a Personal Assistant. Marc was also employed by Brad. Marc trained me into the world of financial planning which at that time was totally foreign to me. Marc is the most patient and caring person I have ever met. He is honest, reliable and a man of high principles. My husband and I would recommend Marc to any person requiring financial advice. "
17 Nov 2016Customer opinions
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