With over 20 years experience as a financial services professional, Jane Purnell has built a reputation for excellence and innovation. As a Director at Holzworth Partners, Jane specialises in providing tailored financial solutions, helping individuals and businesses navigate complex financial landscapes with clarity and confidence.
Jane’s academic accomplishments include the IPA Program, Master of Business Administration, Bachelor of Psychology in Business, Diploma of Financial Planning, a Graduate Certificate of Financial Planning, and a Certificate IV in Finance and Mortgage Broking. Her professional affiliations include being a Fellow of the Institute of Public Accountants, a Fellow of the Institute of Financial Accountants in the UK, and a Member of the Finance Brokers Association of Australia.
Jane has long advocated for high ethical standards in the profession. She is actively involved in various professional bodies and is a key member of the IPA Queensland Division Advisory Committee (DAC). Jane’s passion for innovation is demonstrated in her work, which has significantly enhanced her firm’s client wealth management and SMSF advisory capabilities.
Her client-centric approach focuses on empowering individuals to achieve financial independence through personalised strategies, including SMSF, tax planning, and retirement solutions. In addition to her technical expertise, Jane is known for her leadership within the Holzworth team, fostering a collaborative and supportive environment that drives growth and success. Outside of her professional life, Jane enjoyed raising her children into adulthood with her husband and cattle dogs while living on a rural property in Queensland. Her connection to the land and community is a core part of who she is.
- President – Queensland Division at Institute of Public Accountants
- Responsible Manager of AFSL licensee Continental Wealth Pty Ltd (AFSL No. 479263)
- Jane Purnell is Authorised Financial Adviser (no. 1256547) under Corporate Authorised Representative HWP Financial Pty Ltd (No. 440011) of Continental Wealth Pty Ltd (AFSL No. 479263)
- Credit Representative (no. 529328) under Corporate Credit Representatives Compass Investment Consulting (no. 529191) of CenterPoint Alliance Lending Pty Ltd (No. 377711)