Mark Rich
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236931
- Location
- Subiaco WA 6008
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 1 March 2020
- First provided advice
- 2000
- Qualifications
- Edith Cowan University, Bachelor of Business (Double Major in Accounting & Finance) (1994); Certified Practicing Accountants Australia Program, CPA Australia Ltd (1998); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, International Institute of Technology (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Rich
Mark Rich is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Subiaco, Western Australia (adviser number 000236931).
The licensee Mark advises under is Sentry Advice Pty Ltd (AFS licence 227748). That authorisation dates from 1 March 2020.
According to the register, Mark first provided financial advice in 2000. The qualifications listed for Mark include Edith Cowan University (Bachelor of Business (Double Major in Accounting & Finance), 1994), Certified Practicing Accountants Australia Program (CPA Australia Ltd, 1998) and Margin Lending and Geared Investments (Kaplan, 2010). Mark is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mark Rich a registered financial adviser?
Yes. Mark Rich is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236931.
Which licensee does Mark Rich work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Mark Rich give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.