Mark Holzworth

Holzworth Partners

Gold
12 Yrs Experience
Brisbane City, QLD 4000

Mark has worked as a financial services professional for over 30 years fulfilling roles in investment management, financial advice and public practice accountancy. Organisations he has worked with include Perpetual Investments and Goldman Sachs/J B Were. 

Mark is a Director of specialist investment management firm IndexInvest Pty Ltd and boutique financial advisory HWP Financial  Pty Ltd. Each firm is a Corporate Authorised Representative of Zenith Representatives Pty Ltd, the holder of an Australian Financial Services License (no. 479263), of which Mark is Director and Responsible Manager.

Mark is qualified as both an Accountant and Financial Adviser. His undergraduate studies were in Accountancy and Financial Planning. Additionally, Mark holds a postgraduate Master of Commerce degree which focused on technical topics such as Advanced Tax Law, Strategic Planning, Securities Analysis and Portfolio Management.

Mark is a Fellow of the Institute of Public Accountants (FIPA) and Fellow of the Institute of Financial Accountants (FFA)(UK). Mark is also a Registered Tax Agent, Registered Self-Managed Superannuation Fund Auditor, and an Accredited Derivatives and FX adviser.

Further, Mark is a Licensed Real Estate Agent and Business Broker and the License Principal of real estate and business brokering firm, Compass Investment Consulting Pty Ltd.

https://www.linkedin.com/in/mark-holzworth-1431a987/

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

As a highly qualified and skilled professional I value the advice I deliver and the difference I make in people's lives. I believe entirely in fee transparency. I also believe that what you pay for is what you get. Accordingly, my fee for each client scenario may be different and therefore i will provide a firm quote prior to proceeding with a client matter. My fee is unlikely to comprise both a fixed ongoing and an asset based adviser fee.

At a glance

  • Adviser status Gold
  • First year providing advice 2013
  • Years of experience 12
  • Highest qualification
    • Master of Commerce (Professional Accounting)
  • Language spoken
    • English

Holzworth Partners

Level 3, 471 Adelaide St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Continental Wealth Pty Ltd

AFSL 479263