Team Leader North - Paraplanning
Current
Jun 2020 - Present
AeroLeads people directory · profile
Mark Longworth Email & Phone Number
Team Leader North - Paraplanning
at
Fiducian Financial Services
1 work email found
@firststatesuper.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Team Leader North - Paraplanning
Location
Greater Melbourne Area, Australia
Company size
Who is Mark Longworth? Overview
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Quick answer
Mark Longworth is listed as Team Leader North - Paraplanning at Fiducian Financial Services, a with 117 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at firststatesuper.com and a matched LinkedIn profile for Mark Longworth.
Mark Longworth previously worked as Paraplanner at Anz and Associate Financial Advisor at Shadforth Financial Group Ltd. Mark Longworth holds Masters Of Financial Planning, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at Fiducian Financial Services
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{first}_{last}@firststatesuper.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mark Longworth. Compare company email patterns before reaching out.
Profile bio
About Mark Longworth
Experienced Associate Financial Advisor and paraplanner with a demonstrated history of working in the financial services industry across both private practice and industry funds. Skilled in Superannuation (accumulation and defined benefits) and Retirement Planning, Estate Planning, Xplan, COIN, Life Insurance, and Financial Services. Strong finance professional working towards a Masters of Financial Planning focused in Financial Planning from Kaplan Professional.
Current workplace
Mark Longworth's current company
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Fiducian Financial Services
4 roles
Mark Longworth work experience
A career timeline built from the work history available for this profile.
Paraplanner
Preparation of effective and compliant statements of advice covering aspects of financial planning utilising COIN, including but not limited to Superannuation, Retirement Planning, Centrelink and Defined Benefits funds in line with strategies outlined by advisers.Conduct research and make recommendations on clients insurance needs.
Oct 2019 - Jun 2020
Associate Financial Advisor
Preparation for client meetings by undertaking cash flow modelling, fee calculations, product comparisons, insurance needs analysis and investment research utilising XPlan.Attending client meetings with Private Client Advisers and assisting with strategy development.Preparation and lodgement of Statement of Advice requests with the Paraplanning team.Review of completed Statements of Advice to ensure they are technically correct with no errors.First point of contact for all client technical queries.
Nov 2017 - Oct 2019
Paraplanner
Preparation of Statements of Advice Consultum , Lonsdale and Bridges Dealer groups utilising XPlan.Consulting with advisers to formulate strategies that provide optimal client out- comes.Collaboration with stakeholders to drive continued development of internal tools and processes.Conduct financial modelling, strategy assessments, and review of advice requests. Conduct Centrelink, Superannuation fund and financial product research.
Jun 2017 - Nov 2017
Team & coworkers
Colleagues at Fiducian Financial Services
Other employees you can reach at fiducian.com.au. View company contacts for 117 employees →
OB
Odtsetseg Bold
Colleague at Fiducian Financial ServicesWolli Creek, New South Wales, Australia
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AM
Anjali Mathur
Colleague at Fiducian Financial ServicesAustralia
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RS
Rashmi Shankar
Colleague at Fiducian Financial ServicesAdelaide, South Australia, Australia
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AL
Abbey Lambert
Colleague at Fiducian Financial ServicesColac, Victoria, Australia
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SG
Samuel Gheorghe
Colleague at Fiducian Financial ServicesPerth, Western Australia, Australia
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PP
Paul Powell
Colleague at Fiducian Financial ServicesGreater Adelaide Area, Australia
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DH
David Henry
Colleague at Fiducian Financial ServicesColac, Victoria, Australia
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RA
Rose Ann Ballares
Colleague at Fiducian Financial ServicesCanberra, Australian Capital Territory, Australia
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DK
Drew Kirby
Colleague at Fiducian Financial ServicesHobart, Tasmania, Australia
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AB
Arlene Bliablias
Colleague at Fiducian Financial ServicesAustralia
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Odtsetseg Bold
Colleague at Fiducian Financial ServicesWolli Creek, New South Wales, Australia
View →
AM
Anjali Mathur
Colleague at Fiducian Financial ServicesAustralia
View →
RS
Rashmi Shankar
Colleague at Fiducian Financial ServicesAdelaide, South Australia, Australia
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AL
Abbey Lambert
Colleague at Fiducian Financial ServicesColac, Victoria, Australia
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SG
Samuel Gheorghe
Colleague at Fiducian Financial ServicesPerth, Western Australia, Australia
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PP
Paul Powell
Colleague at Fiducian Financial ServicesGreater Adelaide Area, Australia
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DH
David Henry
Colleague at Fiducian Financial ServicesColac, Victoria, Australia
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RA
Rose Ann Ballares
Colleague at Fiducian Financial ServicesCanberra, Australian Capital Territory, Australia
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DK
Drew Kirby
Colleague at Fiducian Financial ServicesHobart, Tasmania, Australia
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AB
Arlene Bliablias
Colleague at Fiducian Financial ServicesAustralia
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4 education records
Mark Longworth education
Masters Of Financial Planning, Financial Planning And Services
Advanced Diploma Financial Services, Financial Planning And Services
Diploma Financial Planning, Financial Planning And Services
Bachelor Of Technology - Btech, Information Technology
Latrobe University
FAQ
Frequently asked questions about Mark Longworth
Quick answers generated from the profile data available on this page.
What company does Mark Longworth work for?
Mark Longworth works for Fiducian Financial Services.
What is Mark Longworth's role at Fiducian Financial Services?
Mark Longworth is listed as Team Leader North - Paraplanning at Fiducian Financial Services.
What is Mark Longworth's email address?
AeroLeads has found 1 work email signal at @firststatesuper.com for Mark Longworth at Fiducian Financial Services.
Where is Mark Longworth based?
Mark Longworth is based in Greater Melbourne Area, Australia while working with Fiducian Financial Services.
What companies has Mark Longworth worked for?
Mark Longworth has worked for Fiducian Financial Services, Anz, Shadforth Financial Group Ltd, and Ioof Holdings Ltd.
Who are Mark Longworth's colleagues at Fiducian Financial Services?
Mark Longworth's colleagues at Fiducian Financial Services include Odtsetseg Bold, Anjali Mathur, Rashmi Shankar, Abbey Lambert, and Samuel Gheorghe.
How can I contact Mark Longworth?
You can use AeroLeads to view verified contact signals for Mark Longworth at Fiducian Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Mark Longworth attend?
Mark Longworth holds Masters Of Financial Planning, Financial Planning And Services from Kaplan Professional.
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