We are pleased to launch our new website. Clients can seamlessly access the portal by clicking on the login button located at the top right-hand corner for desktop and left-hand corner menu for mobile.
Mark Holden
Adviser
I have always held a deep interest in both macro and micro economics and the impact that then has on companies both positive and negative. With my extensive market experience it has proven to be invaluable for my clients.
Mark joined the industry in 1988, working for a major investment banking group. Initially he worked in the Derivatives Trading Division and then the Institutional Broking operation up until 2000 when he transferred to the Private Wealth division and was an Associate Director before joining Morgans in June 2018.
Investment Style
An integral part of a successful relationship between client and adviser is for the adviser to have a thorough understanding of what is important to the client and their risk profile. After working in financial markets since 1988, I have been able to use my experience to make recommendations that will help my clients achieve their financial goals.
Services and Specialties
Stockbroking
Wealth Management
Portfolio Administration
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Deposit Products and Non-Cash payments
Investment Planning 1
Margin Lending and Geared Investments
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Tax (financial) Adviser
Margin Lending
Securities
Managed Investments
ASIC Financial Advisers Register
Generic
FASEA Financial Adviser Exam
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
