PERTH FINANCIAL PLANNERS

Mark Rich
Fellow Certified Practising Accountant,
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 Financial Planner, a Tax (Financial) Advisor and director of Paradigm Strategic Planning Pty Ltd.

Mark's role in the business is strategic advice to clients to ensure client needs and objectives are met.

Mark is responsible for strategic advice in the areas of goal achievement, holistic advice, self managed super, retirement planning, budgeting, investments, risk insurance, small business development, tax planning and structuring.

Mark's personal interests include fishing, gym and scuba diving.

Sporting Club roles currently include board member of Fremantle Sailing Club, treasurer of West Australian Game Fishing Association and committee member of Game Fishing at FSC. In 2018, Mark was awarded life members status of the Rossmoyne Junior Football Club for his services to junior football.  Previous club roles include a Board role with the Willetton Basketball Association, treasurer at Rossmoyne Junior Football Club, the chairperson for the Representative Teams Committee for Willetton Basketball and treasurer of the Jaguar Car Club of WA.

Mark has been practising full time since 1994.

Scroll to Top