Meet our Team
Each of our team members are integral to our clients’ success.
Your Advisers
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.
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. Marc also holds lending accreditation to enable him to assist with any lending needs our clients have (Credit Representative Number 380222).
Stacey Todd
Diploma of Finance and Mortgage Broking Management
Mortgage Broker Consultant
Stacey uses her skills to assist clients in the process of obtaining home and other 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.
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.
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.
Toni McHeyzer BComm (FP) | Client Service Specialist
Toni has been with Guide for over six years and uses her experience and knowledge to provide our clients with a high level of client service. Toni provides great support to our advisers and has received honours for her Bachelor of Commerce studies (majoring in Financial Planning and Accounting) which assists her in understanding what is required to manage the ongoing needs of our clients.
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.
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.
Marc has given me excellent advice and support both financially and emotionally during my divorce. Marc ensured that he explained things to me in a clear manner and as a result I felt extremely confident about my future investments. Marc has also helped me to plan my budget and retirement. Marc always gives me his full attention and support and follows up all meetings with a comprehensive written report.
Jacqueline
Read more of Marc’s ratings by clients.
