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If your family or
financial circumstances
have changed in recent times, review your will! Your will needs to be up to date to ensure that those who you intend to receive your assets in event of death 'actually' get them.

Bad estate planning can be very costly. Consider seeing a solicitor who can develop a foolproof estate plan that will distribute your estate effectively. Tax effective structures may save you money while you're alive, but could potentially cost your beneficiaries thousands should you die.
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. Most recently Rosa owned a small retail business and previously as Portfolio Marketing Manager for Diners Club Australia.

Rosa enjoys travel, cooking, reading and shopping together with her daughter.

Robin McNeany, Client Services Administrator  

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