About Us

 

 

The Sunshine Coast’s most friendly and committed financial service team.

Guide Financial is a Sunshine Coast-based financial services firm committed to ‘being with you on the journey’. We’ve been delivering financial solutions to clients since 1994 and are owned and operated by advisers, Marc Venter and Bradley Wall, both degree qualified and Certified Financial Planners, and representatives of the Australian Advice Network. Marc and Bradley are supported by a team of eight qualified staff, all with many years’ experience in various aspects of financial services.

Guide Financial is passionate about helping clients achieve a financial journey that is in the right direction and on-track. We provide tailored advice and individual solutions in:

  • Porfolio Management
  • Cashflow Advice
  • Retirement Planning
  • Insurance
  • Lending
  • Goal-setting and more

We aim to always ensure our clients’ financial affairs are performing to the best of their ability, with as minimal outlay as possible. Our clients are rewarded with the confidence of knowing their financial roadmap is simple, clear and healthy.

For more information on Guide Financial, download our latest brochure here.

What Guides Us?

Whilst we are privileged to guide you, our vision, mission and values guide us.

Our mission is to empower our clients to live a better tomorrow by guiding their financial choices, implementing robust financial plans and enabling healthy financial futures.

Our vision is to improve your today, and tomorrow, as we guide you towards financial certainty.

Collectively, we value:

Relationships – we build mutually rewarding relationships for the long term

Enthusiasm – we tackle our work with energy and enjoyment

Trust – we build and maintain trust in our performance

Balance – we are committed to creating balance in our work and personal lives

What makes us different to other Financial Planners?

  • Non-aligned
    It may sound funny, but because we’re not aligned with any banks or financial institutions, we have to thoroughly research the market to judiciously seek out the best available products, relationships and suppliers. By providing our own recommendations we are highly vested in their outcomes.
  • Over 25 years on the Sunshine Coast
    We’re established and successful and have seen enough financial market changes to guide people with care and understanding. We also know the nuances in the Sunshine Coast market and investment performance like the back of our hand.
  • Goal-setting and relationships
    Our business relies on us establishing trustworthy relationships. We do this by taking the time to get to know our clients, what their goals, dreams and hopes are – and how we can work together to establish a financial plan with KPIs to achieve these securely and in a timely manner.
  • Results
    While setting out a plan and implementing it are core to achieving a great financial roadmap for you, what is even more critical is us getting results. We’ve helped hundreds of clients achieve great success in establishing goals, setting up cashflow budgets, growing investments and savings, accumulating retirement funds, sourcing suitable lending packages, handling insurance claims and more.

We’d love to be your guide to a confident financial future. Call us today for a confidential chat on 5551 0855.

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.

Stacey-ToddStacey Todd | Lending Service Specialist

Stacey uses her skills to assist clients in the process of obtaining home loans. She has an extensive background in the lending industry which assists 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.

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

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