Financial Adviser
· SUBIACO, WA
Mark Rich
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236931
Mark Rich is a financial adviser based in Subiaco, Western Australia, with 26 years of experience in the financial services industry. Mark is currently authorised under Sentry Advice Pty Ltd. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Edith Cowan University from Bachelor of Business (Double Major in Accounting & Finance). Mark is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Edith Cowan University
Bachelor of Business (Double Major in Accounting & Finance)
1998
Certified Practicing Accountants Australia Program
CPA Australia Ltd
2010
Margin Lending and Geared Investments
Kaplan
2015
Self Managed Superannuation Funds
International Institute of Technology
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
ACN 130 288 578 PTY LTD
PARTNERSHIP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register