HomeOur ApproachOur PeopleFeedbackContact
Our Services
Seminar and Client Briefings
News and Market Updates
Facts and Figures / Calculators
Education Overview
Compliance
Professional Partners
Our Total Service Solution
Life Insurance
Lifestyle Modelling Analysis
Ongoing Services
Consultation
Why Insure Yourself?
Life Statistics
Personal Insurance
Business Insurance
Facts & Figures
Calculators
Tips and Traps
Types of Investment Risk
Diversification
Dividend Imputation
Dollar Cost Averaging
Asset Classes





Take the time to review where your money is invested. Your work super 'default' investment option may not be the most appropriate option for you. Maximise your long-term returns by choosing the best asset allocation to meet your own objectives.

Remember that on leaving your current employer, the life and disability cover you may have under the employer super plan may cease. Be sure to either continue this cover on leaving the plan or seek advice on replacing your cover with a personal policy or under your new employer super fund.
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

Employee Profiles
Mark McNeany , 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. He is an authorised representative of GWM Adviser Services Ltd (AFSL holder 230692).

Mark is married with 3 children and enjoys a hit of golf when he gets the chance.

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 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.

Peter Fisher, Para Planner
Our para planner is Peter Fisher, Peter holds a Diploma in Financial Services and 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 with both franchised and non-franchised businesses. 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.

Rosa Raschella, Client Services Manager 
Rosa brings to Vertex Group extensive experience in marketing, client service management and administration in both small business and the corporate sector of financial services and government. Most recently Rosa owned a small retail business. Previously she was Portfolio Marketing Manager for Diners Club Australia, and spent 12 years in the WA Government as Executive Admin to the Premier and Government Ministers. Rosa’s prompt and caring attention to our clients needs ensures they receive the very best service.

Rosa enjoys travel, cooking, reading and shopping.

Robin McNeany, Client Services Administrator
Robin’s corporate experience gained in prior 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, firstly in their Finance Department and later as personal assistant to both 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 to Vertex Clients.

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