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Marc Venter

Financial Adviser

Guide Financial Pty Ltd
Maroochydore, QLD 4558

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About

Marc Venter is an ASIC-registered financial adviser based in beautiful Maroochydore, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Bachelor of Business from Griffith University (1999) and a commitment to ongoing professional development, Marc holds an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education (2008), a Certificate in Applied Self Managed Super Fund Advice from Tower Trust (2004), and is an ASX Accredited Listed Products Adviser (ALPA) through Kaplan Professional (2009). He earned his Certified Financial Planner designation from the Financial Planning Association of Australia Limited (2013). Marc is also committed to upholding the highest ethical standards, as evidenced by his completion of FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education (2020). As a member of the Financial Advice Association of Australia (FAAA), Marc provides expert advice across a range of financial products, including superannuation, insurance, and wealth management. He is authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Whether you're planning for retirement, seeking to grow your wealth, or need to protect your family's future, Marc can provide the guidance you need. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Marc Venter today for a consultation and discover how personalised financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000472901

Verify on ASIC Register

Authorised Representative Number

000245278

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Marc Venter provide?

Marc Venter specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can help you navigate the complexities of these areas to achieve your financial goals.

What qualifications does Marc Venter have?

Marc holds a Bachelor of Business, an Advanced Diploma of Financial Services (Financial Planning), a Certificate in Applied Self Managed Super Fund Advice, is an ASX Accredited Listed Products Adviser, and is a Certified Financial Planner. He also regularly updates his knowledge to stay current with industry best practices.

What is the process for working with Marc Venter?

The process typically starts with an initial consultation to understand your financial situation and goals. Marc will then develop a personalised financial plan tailored to your needs. Regular reviews are conducted to ensure the plan remains aligned with your evolving circumstances.

How can wealth management advice help me?

Wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. Marc Venter will help you create a tailored strategy to meet your individual needs and risk tolerance.

Is Marc Venter a member of any professional associations?

Yes, Marc is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding high professional standards and ethical conduct.

Get in Touch

Contact Marc directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.