We help you understand your financial affairs – the SUMO way:
- Security – give you sound advice.
- Understanding – understand your needs and be sure you understand what we want for you.
- Motivation – motivate you to make changes that are in your best interest.
- Organisation – help you get organised and aligned with a new or improved financial plan.
Services For You.
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The Vertex team have extensive resources at hand. You receive relevant and professional advice plus strategies covering:
- Superannuation, Managed Investments, Retirement Planning
- Personal and Business Insurance – Life, Income and Trauma
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 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.
Chris 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.
Peter 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.
Will Unkles, Director & Mortgage Broker – 40Forty Finance Pty Ltd
For all our clients’ borrowing needs we rely on the knowledge and expertise of Will and his team at 40 Forty Finance. Launching 40 Forty in 2015, Will has more than established the business and himself within the finance industry. Will’s ‘client for life’ philosophy has been instrumental to his early success in been named 2017 Best Newcomer by the Mortgage and Finance Association of Australia (MFAA).
Happy to share his knowledge, Will has been a voice for the industry via various publications such as The Australian, The Age, Domain.com.au and most recently contributing to a book entitled How to Buy a Home.
Away from the office, Will can be found at Camberwell Hockey Club where he coaches the senior men’s team.
.To speak with a Vertex Group professional – simply click here.
* Mark McNeany and Chris Steiger are authorised representatives of GWM Adviser Services Pty Ltd