Rick Akdagcik

Rick is a Director, founder and the Principal Planner at WealthMarc. He has over 10 years’ experience in the financial services industry prior to which he was a practicing solicitor for 4 years with a mid-tier law firm in Sydney CBD.

His experience in the financial services industry ranges from roles in senior management in compliance/legal to being a presenter and author on the subject of investing in the financial markets wherein he contracted his expert services to Australia's leading stock market education company.

On a personal level, Rick is a successful futures and equities trader and enjoys educating his clients on all things related to finance. He is married with 2 young children and enjoys playing sports, reading and spending time with his family.

Qualifications

• Bachelor of Commerce (Accounting) / Law
• Advanced Diploma of Financial Services (Financial Planning)
• Certificate IV Financial Services
• Accredited Mortgage Consultant
• PS146 Specialist knowledge: advising on Foreign Exchange
• PS146: Advising on Securities and Derivatives

Membership

Rick is a member of the Finance Brokers Association of Australia (FBAA) and is on the role of the Supreme Court of NSW as a registered Legal Practitioner.

Guy Halpin

Guy is a Certified Financial Planner® professional with over 14 years’ experience in financial services. Before joining WealthMarc, Guy worked as a Senior Planner within the MLC group. Previous to financial advising Guy managed a team at a leading financial education company in Sydney’s Northern Beaches educating clients about technical analysis, fundamental analysis and derivatives (futures, options, currencies, shares, CFDs).

From 2012 to 2015 Guy was a respected member of the Department of Education and Training and teaching the Advanced Diploma of Financial Planning at Meadowbank TAFE. He was an instrumental part in writing the Diploma and Advanced Diploma course material, assignments and exams.

In 2013 Guy was a committee member in writing the Higher School Certificate (HSC) for the Financial Services examination.

Guy regularly contracts to the Financial Planning Association of Australia (FPA) writing and reviewing course content/assignments/exams. Guy commenced this in 2014.

Guy is married with two young children and enjoys sports including football, cycling, running and spending time at the beach. He completed the Sydney Marathon in 2011 and Sydney Half Marathons in 2012 and 2014.

Qualifications

• Certified Financial Planner
• Bachelor of Commerce – Marketing
• Advanced Diploma of Financial Services (Financial Planning)
• Certificate IV Financial Services
• Justice of the Peace
• PS146 Specialist knowledge: Advising on Foreign Exchange
• PS146: Advising on Securities and Derivatives
• Specialist SMSF

Membership

Guy is a member of Financial Planning Association of Australia (FPA).