Mark Holtom

Director, Financial Planner

Mark has over 30 years’ experience in the Financial Services sector both in the United Kingdom and New Zealand, having worked in senior roles within large corporate institutions, as well as small boutique advisory businesses. He holds an Advanced Financial Planning Certification from the United Kingdom and is also a Responsible Investment Association Australasia (RIAA) Certified Financial Adviser.

Mark believes in thoroughly understanding his clients’ current and future aspirations, and what is most important to them, which he endorses as the foundation of great financial planning. He supports, assists and guides his clients to build a solid financial roadmap to help them secure their wealth and financial future.

Mark lives with his wife and daughter in the suburb of Mt Albert in Auckland and enjoys keeping physically fit, and traveling to destinations on his bucket list. He has also been involved in fundraising events for charities dear to his heart, including Child Cancer Foundation and Ronald McDonald House.

IF YOU DON’T TAKE CARE OF YOUR MONEY, YOUR MONEY WON’T TAKE CARE OF YOU.

Mark Holton

Meet the rest of our team

Peter Lee Director, Financial Planner

Peter Lee

Director, Financial Planner
Larry A Stead Financial Planner

Larry A Stead

Financial Planner
Dal Jandu Financial Planner

Dal Jandu

Financial Planner
Suzanne Baldwin Practice Manager, Financial Planner

Suzanne Baldwin

Practice Manager, Financial Planner
Francesca Snell Operations Manager

Francesca Snell

Operations Manager
Steve Mascarenhas Client Support Co-ordinator

Steve Mascarenhas

Client Support Co-ordinator

CFPCM are registered certification marks and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand Inc is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.