Mark Rich Financial Planner Report

Name:
Mark Rich

Rep Number:
000236931

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2017-02-09 onwards

Licensee
Name:

Number:
000286786

ABN:
30 113 531 034

Controlled By:

Appointed By
Name:
Paradigm Strategic Planning Pty Ltd

Licence Number:
000308310

May advise on following product areas:
Non-basic Deposit Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
Edith Cowan University
Bachelor of Business (Double Major in Accounting & Finance)
Financial Planning Association
Certified Financial Planner
CPA
Certified Practising Accountant
Kaplan
Margin Lending and Geared Investments
CPA
Public Practise Certificate

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Tax Practitioners Board (TPB)