Vertex Group Pty Ltd
ABN 35 099 956 402

is an Authorised Representative of GWM Adviser Services Limited
ABN 96 002 071 749

Australian Financial Services Licensee. Registered Office at Level 2, 105-153 Miller Street North Sydney NSW 2060





Investing by regular
installments can reduce the risk of bad market timing. Buying in ups and downs may acheive lower average purchase price.



When cashing in investments that have made a profit, beware of capital gains tax. Tax planning may help reduce your tax liabilities.


What our Clients Say!

“Anyone can voice an opinion on individual stock picks. Vertex’s focus on financial strategy related to specific goals, enables us to make important life decisions with confidence. We look forward to each annual planning review and the feeling of control it brings.” - 2007

Mike de Hennin
Oracle Director CRM Industry Solutions Government, Education and Health, Asia Pacific

“I have had the pleasure of being a trusted client of Mark McNeany for over 15 years. Mark McNeany and Vertex’s professionalism and personalised service is exemplary. Their continued financial guidance and targeted lifestyle goal setting and advice enables me to sleep well at night. Nothing is too much for the Vertex team. I look forward to a secure and well planned financial future thanks to Vertex Group.” - 2007

Dr Gary Zimmerman
Sports and Exercise Medicine Physician

“Vertex Group have always assisted me in working out my insurance needs, analysing the market for available insurance options and then take care of putting all my cover into place. Over the years I have received efficient personalised service where Mark and his team have worked towards improving my cover and options at reduced premiums.” - 2009

Abhijit Sinha   
Engineer Amcor Flexibles

“The support of the Vertex Group has gone beyond excellent financial advice, lifestyle planning, and investment options. Mark, Chris and their team have also provided personal support and non biased advice through career changes, legal difficulties and superannuation changes. Our annual portfolio reviews have helped us focus on the big picture and think about the next phase of our lives.” - 2007

David and Lin Fox
Retail Executive



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