sumoAbout Vertex.

It’s not every day a financial planning website asks you to visualise a Sumo wrestler. Everything we do is based around our SUMO principle.

We help you understand your financial affairs – the SUMO way:

Real life help:

We have worked closely with Mark McNeany since 1999. As our adviser, Mark and Vertex Group have looked after the financial needs of our family in a personal and responsive manner.

We can call Mark about anything! From guidance around business and tax issues through to managing our investment strategy in the good and the bad times, we always feel confident that Mark and his team will keep us on track. With their ongoing advice and support, we will enjoy a prosperous and hassle free retirement.

Gunter and Maria Heil
Owner – Libra Scale Services

Services For You.

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The Vertex team have extensive resources at hand. You receive relevant and professional advice plus strategies covering:

Find out more about these services.

See how we can provide clarity and peace of mind to your finances and insurances.

Our team, is your team.

We advise on over $100m of clients’ funds and over $1M of annual insurance premiums.

Save time and money. Speak to our advisers – not a call centre, for easy to understand advice.

 

mark-ncneanyMark McNeany, CFP, B.A., Aff A.I.I, Director/Adviser*

Mark McNeany is a director and co-owner of Vertex Group Pty Ltd and is responsible for the Personal Services division. Prior to co-founding Vertex Group in March 2002, Mark ran his own financial planning practice established in 1996 which now operates as part of Vertex Group. Prior to that Mark has spent 6 years with GIO Australia as a Financial Planner and 3 years with National Mutual Corporate Superannuation both in head office and their Victorian Branch.

Mark is a Certified Financial Planner (CFP), practitioner member of the Financial Planning Association, an Affiliate of the Australian Insurance Institute and holds a BA from Latrobe University and more recently completed an Executive Education Strategic Leadership program at Stanford University Graduate School of Business. He is an authorised representative of GWM Adviser Services Ltd (AFSL holder 230692).

Mark is married with 3 children. When he gets the chance, Mark enjoys a round of golf.

Speak to Mark for easy to understand life insurance information.

Easy restructure process

Vertex have advised us on our personal insurance needs since 2009. More recently Vertex helped us re-structure a comprehensive range of life, income and trauma insurance cover to meet our needs and then took care of putting it all into place. We found Mark was responsive to our queries and was always accessible to answer any questions we had. We are busy running a business and we can trust Mark to do what is best for us, which he and his team always do.

Rowen Bavinton & Leni Otsuko Bavinton
Owners – Boyle lndustríes Pty Ltd

 

chris-steigerChris Steiger, FIAA – Director / Corporate Business Manager*

Chris Steiger is a director and co-owner of Vertex Group Pty Ltd and is responsible for the Corporate Services division. Prior to co-founding Vertex Group in March 2002, Chris spent 7 years at Watson Wyatt in Melbourne as a Principal, Account Manager and Consulting Actuary. Chris advised a large book of corporate clients on their corporate superannuation and other employee benefits issues. Prior to that Chris worked for National Mutual for 8 years in a variety of roles relating to Corporate Superannuation, both in their Head Office and in their WA office.

Chris is a Fellow of the Institute of Actuaries of Australia. He completed an Executive Education program at Harvard Business School in 1997 and more recently completed an Executive Education Strategic Leadership program at Stanford University Graduate School of Business. He is an authorised representative of GWM Adviser Services Ltd (AFSL holder 230692).

Chris is married with 2 children and is a keen Aussie rules supporter.

Ask Chris your superannuation question today.

Dedicated team

“Thank you to you Chris and your dedicated team. lt is no easy job you have in this investment climate, with many people relying on you – so, keep up the good work! Many thanks to each of you,
I feel confident in your service.”

Cheryl McHugh
Retiree

peter-fisherPeter Fisher, Para Planner

Our para planner is Peter Fisher, Peter holds a Diploma in Financial Services. Peter has also completed his Advanced Diploma in Financial Services (Financial Planning). Before coming into the financial services area, Peter was a small business
owner/operator for franchised and non-franchised businesses.

At Vertex Group, Peter is responsible for technical and research services and the preparation of our advice documents.

Peter is married with three children and enjoys getting away to the bush for relaxation.

 

 

 

 

 

Robin McNeany, Client Services Administrator

Robin’s corporate experience from her roles at Ernst & Young, Advance Australia Foundation and Blockbuster Australia are a valuable resource in the running of our business administration. Prior to Vertex Group, Robin held various positions at Blockbuster Australia’s head office. She began in their Finance Department and was promoted to personal assistant for the CEO and Vice President of the company. Robin successfully managed the day to day business of a number of senior executives in a fast growing multi-national business. Robin’s organisational and client service skills help deliver a consistent experience every time you contact Vertex.

 

.To speak with a Vertex Group professional – simply click here.

* Mark McNeany and Chris Steiger are authorised representatives of GWM Adviser Services Pty Ltd

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