Mark McNeany, CFP®


Name Mark McNeany CFP®
Company VGB Wealth
Address Suite 3, 202 Ferntree Gully Road
Notting Hill, VIC 3168
Phone 03 9544 8863
Website www.vertexgroup.com.au

I’m a Certified Financial Planner (CFP), practitioner member of the Financial Planning Association, an Affiliate of the Australian Insurance Institute and hold a BA from Latrobe University and more recently completed an Executive Education Strategic Leadership program at Stanford University Graduate School of Business.

I am an authorised representative and senior financial adviser within VGB Wealth.

Prior to joining VGB 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.

VGB Wealth offer expertise across a broad range of advice needs. We are a team of 8 with shared values to provide quality financial planning advice and deliver client service excellence to all clients. VGB are a family business and endeavor to treat all clients like family.

I’m married with 3 children and enjoy a hit of golf when I get the chance. I enjoy basketball and still play, 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.

Description
Provide high quality, tailored client advice in the areas of Superannuation, Investment and Life & Income Insurance.

Financial advice to enable you to grow, protect and enjoy your wealth.

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