Who We Are

Mark Newman and Mark Rich are Paradigm Strategic Planning. With over 30 years of experience between them, they deliberately maintain a small client base to allow them to work jointly and directly with all clients. This ensures all clients receive the full benefit of their combined experience and is a real feature of their service.

This small client base also means that “the Marks” are able to develop a close working relationship with all their clients and explains why virtually all their new business is via client referrals.  From your first meeting with them it is clear that they have a genuine interest in your individual situation and want to assist you in making sound decisions based on your lifestyle goals.

The Marks go to great lengths to ensure they:

  • 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 fulfillment from making a positive difference to clients’ lives.

They abide by best practice regulatory requirements and adhere to the highest fiduciary standards. They  also undertake continuing professional development to stay on top of regulatory and legislative changes.

Mark Newman
Certified Financial Planner TM Dip FP

Authorised Representative Number 236926 of Wealthsure Financial Services Pty Ltd AFSL 326450

Mark has a Diploma of Financial Planning, is a Certified Financial Planner (CFP) 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 cycling and he is a member of  Royal Perth Golf Club and the Geelong Football Club.

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

Mark Rich
Certified Financial Planner TM BBus, CPA

Authorised Representative Number 236931 of Wealthsure Financial Services Pty Ltd AFSL 326450

Mark has a Bachelor of Business Degree with a double major in Accounting and Finance, is a Certified Practicing Accountant (CPA), a Certified Financial Planner (CFP) 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 advice in the area of tax planning and structuring by ensuring the overall strategies maintain the highest level of taxation efficiency. He is also responsible for ongoing business development.

Mark’s personal interests include golf, squash, fishing, scuba diving and boating. He is a member of Royal Perth Golf Club and the West Coast Eagles Football Club. He coaches junior football at Rossmoyne Junior Football Club and is the clubs Treasurer.

Mark has been practicing full time since 1994. He is married to Fran and they have two children.