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: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 09/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARADIGM STRATEGIC PLANNING PTY LTD
Authorised Representative identifying number: 308310
Authorised Representative’s ABN:

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
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Margin Lending Facility / Standard Margin Lending Facility