Mark Holzworth

MCom (Acctg) DipFP FIPA FFA

Managing Director

With over 30 years experience servicing the financial interests of Australians, Mark leads IndexInvest with professional knowhow and results. His proven track record of delivering consistent financial outcomes for clients is invaluable in his role as he leads the continued success of IndexInvest.

Mark holds a Master of Commerce degree majoring in Accounting; and Portfolio Analysis and Management. His undergraduate qualifications include majors in Business and Financial Planning. In addition, he is an ASIC accredited Derivatives and Foreign Exchange Adviser. See Mark’s full professional bio at www.holzworth.com.au

Richard Lei

CFA MCom MBus

Analyst

Richard is a research analyst and has responsibility for the application of research principles in the IndexInvest process. In addition, Richard analyses market data and filters these through the many criteria developed for determining optimum portfolio selection.

Using quantitative and qualitative methods, Richard draws upon core competencies in the interpretation and application of financial data to solve unstructured problems.

Richard holds a Master of Commerce degree from the University of Queensland and a Master of Business degree from Griffith University. Richard is also a Chartered Financial Analyst (CFA®) Charterholder.

Jane Purnell

MBA, BPsyBus, FIPA FPA, IMLa

General Manager

Jane is the General Manager working with Holzworth Partners. Jane’s role is focused on delivering a great customer experience by managing a team of dedicated professionals.

Jane holds a Master of Business Administration (MBA), a Bachelor of Psychology in Business (BPSB), Diploma of Financial Planning (DipFP), and is completing her Graduate Diploma of Financial Planning (GradDipFinPlan). Jane is a Fellow of the Institute of Public Accountants (FIPA) and Fellow of the Institute of Financial Accountants (FFA)(UK), as well as an Affiliate Member of the Institute of Managers and Leaders (IMLa).