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 Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Team Leader North - Paraplanning
Location
Greater Melbourne Area, Australia, 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 company with 117 employees, based in Greater Melbourne Area, Australia, 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.
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.
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 →
PC
Paul Champion
Colleague at Fiducian Financial ServicesGreater Adelaide Area, Australia
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VZ
Vincent Zhu
Colleague at Fiducian Financial ServicesGreater Sydney Area, Australia
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MH
Maryanne Hamilton
Colleague at Fiducian Financial ServicesKirwan, Queensland, Australia, Australia
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JP
Jooeun Park
Colleague at Fiducian Financial ServicesActon, Australian Capital Territory, Australia, Australia
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BL
Boon Ling Koh
Colleague at Fiducian Financial ServicesBelmont, Western Australia, Australia, Australia
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TT
Tamara Thompson
Colleague at Fiducian Financial ServicesAdelaide, South Australia, Australia, Australia
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KJ
Kath Joslin
Colleague at Fiducian Financial ServicesGreater Sydney Area, Australia
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SA
Stephen Ahern
Colleague at Fiducian Financial ServicesTasmania, Australia, Australia
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LC
Leigh Cuthbertson
Colleague at Fiducian Financial ServicesWest Launceston, Tasmania, Australia, Australia
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LW
Lonnie Weeks
Colleague at Fiducian Financial ServicesHobart, Tasmania, Australia, Australia
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Paul Champion
Colleague at Fiducian Financial ServicesGreater Adelaide Area, Australia
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VZ
Vincent Zhu
Colleague at Fiducian Financial ServicesGreater Sydney Area, Australia
View →
MH
Maryanne Hamilton
Colleague at Fiducian Financial ServicesKirwan, Queensland, Australia, Australia
View →
JP
Jooeun Park
Colleague at Fiducian Financial ServicesActon, Australian Capital Territory, Australia, Australia
View →
BL
Boon Ling Koh
Colleague at Fiducian Financial ServicesBelmont, Western Australia, Australia, Australia
View →
TT
Tamara Thompson
Colleague at Fiducian Financial ServicesAdelaide, South Australia, Australia, Australia
View →
KJ
Kath Joslin
Colleague at Fiducian Financial ServicesGreater Sydney Area, Australia
View →
SA
Stephen Ahern
Colleague at Fiducian Financial ServicesTasmania, Australia, Australia
View →
LC
Leigh Cuthbertson
Colleague at Fiducian Financial ServicesWest Launceston, Tasmania, Australia, Australia
View →
LW
Lonnie Weeks
Colleague at Fiducian Financial ServicesHobart, Tasmania, Australia, Australia
View →
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, 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 Paul Champion, Vincent Zhu, Maryanne Hamilton, Jooeun Park, and Boon Ling Koh.
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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