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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

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