Mark is a Director of specialist investment management firm IndexInvest Pty Ltd and boutique financial advisory Holzworth Wealth Partners 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 and Registered Self-Managed Superannuation Fund Auditor, and an Accredited Derivatives and FX adviser. Further, Mark is a Licenced Real Estate Agent and Principal Licence holder for real estate agent Compass Investment Consulting Pty Ltd, of which he is Director.