Mark Rich

Paradigm Strategic Planning Pty Ltd

Platinum
22 Yrs Experience
South Perth, WA 6151
I have a genuine interest in your individual and family situation and want to assist you in making sound financial decisions based on your lifestyle goals and objectives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 17
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Paradigm Strategic Planning Pty Ltd

12 Bowman Street
South Perth, WA 6151

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.90
17 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"Mark gave me precise information on my particular financial situation going forward and how my SMSF is structured."

  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has always given full attention to all areas that I need advice and help with. I have a small business and I would not have got this far without Marks knowledge and commitment."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has helped me adjust to the new close-to-retirement situation in which I find myself with great empathy, understanding and professionalism. I'm very glad to have him on my financial management team and recommend him and his colleague Mark Newman without reservation."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I were recommended Mark and Paradigm Strategic Planning Pty Ltd after inheriting some shares. We approached them on assistance in refinancing our debt, consolidating our share portfolio and advice on our investment properties. They have restructured our finances to improve our cashflow and went above and beyond in assistance with gathering information regarding investments inherited from family. We are very happy with the guidance that Mark and Paradigm have given us and would not hesitate to recommend them."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paradigm Strategic Planning has provided my wife and I holistic, strategic advice for more than 10 years. Mark is always available and has a measured and calm approach. He is very professional, extremely thorough, honest and abreast of current issues and is advice focussed not product driven........everything they do is about the outcomes my wife and I are looking to achieve. We are confident our financial future is in a competent and very safe set of hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark has given me advice in areas including Self Managed Super Funds and Managing Debt. Mark was usually able to provide clarity. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. Whenever I have requested advice I usually receive Mark's full care and attention."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Through Mark’s broad knowledge, experience and integrity, I always feel very confident that the advice given is right for my needs and circumstances and I have always received Mark’s full care and attention when I need it."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Mark’s for many years. During that time we have seen our wealth grow from basically nothing to the point where we confidently navigated through the covid 19 issues without losing any sleep. He has clearly explained all our options throughout our financial relationship Including investments we would not of had the ability to pursue without his help. We have a clear path to where we want to be in the future and know that, without his help and guidance, we would of been in a completely different position. The additional assistance with wills, super , insurances etc. has also meant that we no longer need to worry about our financial futures."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given us advice in areas including self managed super funds, managing debt, portfolio management and investment strategies. Mark is always able to explain things to us in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given is right for our needs. We always receive Mark's full care and attention when we need it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has spent time to understand our our financial needs and appetite for risk as well as our lifestyle and values. He has advised us and helped us with all our major financial decisions over the past 10 years or so and has provided informed, objective analysis of any ideas we have brought to him. He keeps his client numbers to a manageable level to ensure he has sufficient time to provide a personalised service and is always available to take calls and respond to emails."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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

Margin Lending and Geared Investments

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

Bachelor of Business (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1994

Self Managed Superannuation Funds (SMSF)

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

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
Associate
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