Mark Holzworth
Financial Adviser
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About
Mark Holzworth is an ASIC-registered financial adviser based in Spring Hill, QLD, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a strong foundation in accounting and finance, Mark holds an Associate Diploma of Business (Accounting), a Diploma of Financial Planning, a Graduate Certificate in Professional Accounting, and a Master of Commerce (Professional Accounting). He further enhanced his expertise with an RG146 Tier 1 Specialist Foreign Exchange Course. As a member of the Institute of Public Accountants (IPA), a Registered Self Managed Superannuation Fund Auditor, and a Registered Tax Agent, Mark adheres to the highest professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, Government Debt Securities, and Foreign Exchange. Mark is committed to providing expert guidance and personalised strategies to help you navigate the complexities of the financial landscape. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Mark today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Mark Holzworth offer?
Mark Holzworth provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, Government Debt Securities, and Foreign Exchange.
What qualifications does Mark Holzworth have?
Mark holds an Associate Diploma of Business (Accounting), a Diploma of Financial Planning, a Graduate Certificate in Professional Accounting, a Master of Commerce (Professional Accounting), and RG146 Tier 1 Specialist Foreign Exchange accreditation.
What is Mark Holzworth's approach to financial planning?
Mark offers personalised strategies that take into account each client's unique financial situation, goals, and risk tolerance. His aim is to provide clear, understandable advice that empowers clients to make informed decisions.
How can Mark Holzworth help me with my superannuation?
Mark can provide expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning. He can also assist with Self-Managed Superannuation Funds (SMSFs).
What should I expect during my first consultation with Mark?
During your initial consultation, Mark will take the time to understand your financial situation, goals, and concerns. He will then provide an overview of how he can help you and outline the next steps in the financial planning process.
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