Mark Holzworth

MCom (Acctg) AdvDipBus (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’s formal undergraduate and postgraduate academic achievements in accounting and finance highly qualify him to direct the research and analysis, and portfolio construction functions within IndexInvest. Mark holds Authorised Representative no. 271831.

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 markets 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.

Daniel Judge

BFin AIPA

Daniel is responsible for portfolio reporting and portfolio execution of the IndexInvest strategies. He also fulfils, research, support and administration roles within the firm.

Daniel holds a Bachelor of Finance (Financial Planning and Management) degree from Queensland University of Technology (QUT). He is also an Associate of the Institute of Public Accountants.