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.

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. Bradley also holds lending accreditation to enable him to assist with any lending needs our clients have (Credit Representative Number 380223).

Download Bradley’s adviser profile

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).

Download Marc’s adviser profile

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

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

Toni McHeyzer

BComm(FP)

Associate

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.

Download Toni’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.

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 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.

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.