Mark Rich – Financial Adviser

Adviser identifying number: 236931
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 17/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

Mark Rich is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation