About Us

 

 

Guiding financial choices for your future

The purpose of Guide Financial is to empower our clients to live a better tomorrow.

We are in an incredibly privileged position, as we get to know more about our clients than pretty much anyone else. Through the deep and strong relationships we build we get to understand what, and who, is important to you, the complexities that you’re currently facing, your current reality, what keeps you awake at night and much more.

We are experts at creating and implementing financial plans for our clients.  It’s a role that we take seriously. We know that our clients financial lives are varied and often complex and that our clients expect us to take care of all aspects of their financial lives.  We’re here to simplify and create confidence. That’s what we do. But it goes further than that. What is the point of being wealthy if you’re unhappy or unhealthy? Wealth without health and happiness just doesn’t get the job done.

We want you to use your money to make choices about how to live your life, to get back some valuable time to do the things that are important to you, whilst having more certainty and less stress. That way, all the parts of your life can work in sync with each other.

We’ve been around for a while now.  We’ve seen the good, the bad and the ugly of investment markets and we’ve learnt a lot from those experiences. We love sharing that experience to make a difference for people.

Guide Financial are proud members of the following associations:

FPA_logo MFAA_credit_adviser MFAA-Full-Member-Black

Meet Our Team

With the support of a team you are more likely to achieve your goals. Each of our team members are integral to clients’ success through applying their specialised knowledge. Our clients do not engage one adviser rather they are supported by a team at Guide Financial.

Bradley Wall  BBus CFP
Bradley Wall BBus CFP

Senior Adviser

Founder and co-owner of the business, Bradley has almost 20 year’s industry experience, a business degree and the highest industry accreditation of CFP. For more on Bradley download his adviser profile.

Download Bradley’s adviser profile

Marc Venter BBus CFP
Marc Venter BBus CFP

Senior Adviser

Co-owner of the business Marc has over 15 year’s industry experience, a business degree and the highest industry accreditation of CFP. For more on Marc download his adviser profile.

Download Marc’s adviser profile

David Barnett BComm (FP)
David Barnett BComm (FP)

Associate Adviser

His diverse role provides innovative support and advice for maintaining your finances in order and keeping you informed. David holds a Bachelor of Commerce Financial planning major.

Download David’s adviser profile

Alisa Pollock   BBus DFP
Alisa Pollock BBus DFP

Associate Adviser

Core role involves consolidating advice on all areas of your finances into comprehensive strategies linked to your financial outcomes. Alisa has been working with our team since 2006 and holds a Business Degree in addition to Financial Diploma qualifications.

Download Alisa’s adviser profile


The advice team members are professionally supported by the following qualified and experienced members of our Guide Team.

Mary Davies | Client Services Coordinator

Mary’s role includes coordinating the many calendars and tasks to keep the office and events operating smoothly. With over 20 years’ experience in the industry she is always available to assist as needed and her vibrant personality ensures you receive a warm welcome whenever you contact our team.

 

Toni MCheyzer BComm(FP)  | Client service and Insurance Specialist

Toni received honours for her Bachelor of Commerce studies (majoring in Financial Planning and Accounting), she proactively utilises the concepts she has learnt in assisting to manage the financial needs of our clients. Toni’s area of specialisation is in the area of personal protection through insurance.

 

Tammy Venter BBus DFP | Business Administration

Tammy draws on her business management and financial planning studies to undertake duties which include the financial management and marketing needs of Guide Financial. 

 

Christine Hawking | Client service Specialist

Using skills built through years of providing high levels of client service and industry experience Christine works to manage the ongoing financial needs for our clients.

Victoria Cerroni | Lending Service Specialist

Victoria uses her skills to assist clients in the process of obtaining home loans. Her background in compliance and risk consulting assist her in ensuring the lenders requirements are assessed and met in a professional and timely manner to deliver clients with faster, positive outcomes.

 

Kelly McRae | Client Service Specialist

Kelly has over 12 years in financial services experience in addition to her studies in business, accounting and financial services. With her disciplined and knowledgeable approach  clients can be assured their affairs are in safe hands.

 

Alison Burke BBus | Client Services Specialist

Alison has an extensive and diverse background in financial services that span over 20 years and include business development manger and owning her own advice practice.  Her broad experience help her to confidently empathise with clients as she supports them in achieving the outcomes important to them.

 

ABOUT GUIDE

Guide Financial is a Sunshine Coast-based financial services firm committed to ‘being with you on the journey’. The firm has been delivering financial solutions to clients since 1994.

Guide Financial is owned and operated by the firm’s advisers Marc Venter and Bradley Wall, both Certified Financial Planners and representatives of the Australian Advice Network.

Download our latest Company Brochure

FIND US AT
  • 6/94 Memorial Avenue, Maroochydore QLD 4558
  • (07) 5443 1600
  • info@guidefinancial.com.au
Award
Australian Advice Network won Independent Financial Advisers 'Best new Licensee' Award for 2016 ifa_seal_best-new-licensee-2016
Compliance

Guide Financial provide financial services as authorised representatives of Australian Advice Network Pty Ltd
www.australianadvicenetwork.com.au | ABN 13 602 917 297 | AFSL 472901 | 07 5551 0855

Guide Financial provide Lending services as credit representatives of Centrepoint Lending Solutions Pty Ltd www.cpal.com.au/cls | ABN 40 100 947 804 | Australian Credit Licence 377711 | 07 5574 0244