Mark Newman

Paradigm Strategic Planning Pty Ltd

Silver
28 Yrs Experience
South Perth, WA 6151
We are a Fee for Service buisness that focus on providing advice centered around our clients goals and objectives both short, medium and long term

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Paradigm Strategic Planning Pty Ltd

12 Bowman Street
South Perth, WA 6151

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

5.00
1 Review
5
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Mark is a thorough Professional who has been invaluable in developing strategies in my transition to retirement. He is both very experienced and highly analytical with a friendly manner and engaging communication style. Mark takes a very active interest in assessing personal and financial goals and putting plans in place to achieve both."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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