PERTH FINANCIAL PLANNERS

 This small client base also means we are able to develop a close working relationship with all our clients and explains why virtually all our new business is via client referrals. We have a genuine  interest in your individual situation and want to assist you in making sound decisions based on your lifestyle goals.

 We go to great lengths to ensure we:

  • Act in an ethical manner with honesty in all transactions.
  • Are sincere in the conviction of adding value and always acting with integrity.
  • Are not satisfied with today’s thinking.
  • Are innovative, striving to provide the best service to clients.
  • Seek fulfilment from making a positive difference to clients’ lives.

 We abide by best practice regulatory requirements and adhere to the highest fiduciary standards. We also undertake continuing professional development to stay on top of regulatory and   legislative changes.

 

 

MarkRich

 Mark Rich

 Fellow Certified Practising Accountant,
 Certified Financial Planner,  B.Bus

 Authorised Representative Number
 236931 of Sentry Advice Pty Ltd AFSL 227748

 Mark has a Bachelor of Business Degree with a double major in Accounting and Finance, is a Fellow Certified Practising Accountant (FCPA), a Certified Financial Planner (CFP), a Tax (Financial) Advisor and director of Paradigm Strategic Planning Pty Ltd.
 Mark’s role in the business is holistic financial advice to clients, ensuring maximum development in meeting client needs and objectives.
 He is responsible for strategic advice in the areas of goal achievement, holistic advice, self-managed super, retirement planning, budgeting, investments, small business development, tax planning and structuring. 
 Mark’s personal interests include fishing, golf, scuba diving and voluntary roles with clubs. He is a member of Fremantle Sailing Club and life member of Rossmoyne Junior Football Club.
 Voluntary roles currently include Board member (treasurer) of Fremantle Sailing Club, Finance committee Chair of Fremantle Sailing Club & Trustees committee of Fremantle Sailing Club. In 2018, Mark was awarded life members status of the Rossmoyne Junior Football Club for his services to junior football. Previous club roles include Board member (Finance) with the Willetton Basketball Association, committee member of Fremantle Sailing Club’s Game Fishing Section, chairperson for the Representative Teams Committee for Willetton Basketball Association and treasurer of the Rossmoyne Junior Football Club & Jaguar Car Club of WA.
 Mark has been practising full time since 1994. He is married to Fran, and they have two children, Chanelle & Cooper.

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