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Mark McNeany

 Mark McNeany

Share profile:
Suite 310, 19 Milton Parade
Malvern
VIC
3144
AU

Overview CONTACT THE ADVISER

Mark McNeany Mark McNeany

total Reviews

5

Experience

26yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Vertex Group
Vertex Group

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 advisers 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 HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
My fees

First consultation is complementary, no charge.

Latest Customer Reviews (3 of 5 total)See all

"Mark was very helpful and took away the stress from changing my insurances. He has a wealth of knowledge, is very friendly and honest. Gabby 3752"

Gabriella , 35-45 12 Aug 2017

"Thorough and methodical approach to providing advice."

Paul, 35-45 10 Aug 2017

"I first met Mark when he was the advisor to our corporate super plan. I found Mark to be a very knowledgeable, professional and honest which is the reason I retained his services on a personal basis upon leaving the company. "

Andrew , 46-55 21 Jul 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • Stanford University Graduate School of Business - Strategic Leadership Program 2013 (2013)
Years of experience
  • 26 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 310, 19 Milton Parade, Malvern
VIC 3144 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 5 Total Reviews
Gabriella , 35-4512 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark was very helpful and took away the stress from changing my insurances. He has a wealth of knowledge, is very friendly and honest. Gabby 3752"

Paul, 35-4510 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Thorough and methodical approach to providing advice."

Andrew , 46-5521 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I first met Mark when he was the advisor to our corporate super plan. I found Mark to be a very knowledgeable, professional and honest which is the reason I retained his services on a personal basis upon leaving the company. "

Mitch, 46-5507 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I recently received advice from Mark on both my personal insurance needs and the insurance needs of our business and its key people. Mark and his team at Vertex focused on the needs of our business and put together quality advice and a solution that was tailored to what we needed. Mark and his team's follow up and attention to detail was excellent. Mark basically made a very complex issue simple! I would recommend Mark and Vertex Group without reservation. "

Sean, 46-5505 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark has been our adviser for many years and we always trust Mark to keep us on track and make sure we are moving ahead with the right strategies for our changing needs. His knowledge and expertise is second to none and Mark is always professional and friendly. The Vertex team consistantly give us prompt and personal service. Sean 3121"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
4
Customers

#2
Building Super
STRENGTH
2
Customers

#2
Self Managed Super Funds
STRENGTH
2
Customers

#3
Estate Planning
STRENGTH
1
Customers

#3
Preparing For Retirement
STRENGTH
1
Customers

x

Overall rating

89%

Mark McNeany

Company: Vertex Group

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Mark McNeany is a member of and in what capacity, the licensee or company of Mark McNeany and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Mark McNeany (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%