MARK RICH
Financial Adviser · South Perth, WA
📚 Qualifications & Training
1994 - Edith Cowan University - Bachelor Degree (AQF 7) - Bachelor of Business (Double Major in Accounting & Finance)
1998 - Certified Practicing Accountants Australia Program - Other - CPA Australia Ltd
2010 - Margin Lending and Geared Investments - Other - Kaplan
2015 - Self Managed Superannuation Funds - Other - International Institute of Technology
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.