PERTH FINANCIAL PLANNERS

We are Mark Newman and Mark Rich - Perth-based financial planners with over 50 years of experience between us. Paradigm Strategic Planning is a boutique financial planning practice which allows us to maintain a deliberately small client base so we are able to work jointly and directly with all clients. This ensures all clients receive the full benefit of our combined experience.

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.

MarkNewman

Mark Newman
Certified Financial Planner Dip FP

Authorised Representative Number
236926 of Sentry Advice Pty Ltd AFSL 227748

Mark has a Diploma of Financial Planning, is a Certified Financial Planner (CFP), a Tax (Financial) Advisor and director of Paradigm Strategic Planning Pty Ltd.

Mark's role in the business is strategic advice to clients, ensuring maximum development in meeting client needs and objectives.

Mark's personal interests include golf and canoeing and he is a member of  Royal Perth Golf Club, Perth Scorchers, Geelong Football Club & West Coast Eagles Football Club.

Mark is a life member of the Trinity-Aquinas Amateur Football Club.

Mark has been practising full time since 1996.  He is married to Helen and they have three adult daughters.

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 strategic 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. He is also responsible for ongoing business development.

Mark's personal interests include boating, fishing, basketball, gym, scuba diving and helping junior sports. He is a member of Royal Perth Golf Club, Perth Wildcats & West Coast Eagles Football Club.

Sporting Club roles currently include a Board role with the Willetton Basketball Association and the treasurer at Rossmoyne Junior Football 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 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. He is married to Fran and they have two children, Chanelle & Cooper.

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