Mark Rattigan

Merideon Wealth Strategies

Gold

16 Yrs Experience

Mandurah, WA 6210

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Mark Rattigan is an award winning adviser and Principal of Merideon Wealth Strategies. He is passionate about helping clients take control of their financial situation, understand where their hard earned money is going and then help build a sensible, sustainable strategy based on sound principals to achieve the lifestyle that is really important to them both now and in the future. Mark has been the Vice President of the Peel Chamber of Commerce for over 10 years and a proud member of the Pinjarra Cricket Club committee. Awards : 2019 Infocus Australia Adviser of the Year, 2012 Charter WA Adviser of the Year, 2011 AFA National Rising Star, 2010 & 2011 AXA Value of Advice (Finalist)

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

5.00 May 2019

We thought we were doing well before we went to mark. However with his help and guidance we have really got on top of things and the future is looking good. With marks help we are back on track with our mortgage and have saved for several projects we haven’t been able to do before. He’s always there for a chat if needed when he’s now with a client. Can’t recommend mark highly enough

5.00 May 2019

Mark has been very helpful in providing advice and direction for many areas from budgeting to investments and super.

5.00 May 2019

We are very satisfied with the financial help and planning Mark and his team have provided us. Our package is tailored to suit our incomes and expenditures and as a result we readily recommend the team at Merideon.

5.00 May 2019

Mark has very competently taken over our superannuation and advised on starting pensions and general road to retirement managing investments extremely well. We are fully confident in his abilities as an adviser.

5.00 May 2019

Mark has helped myself out significantly throughout the last 4 years. He has understood my situations that I have got myself in and actually cared to assist in getting me out of them. I have no problem whatsoever recommending Mark as an advisor, the advice he offers is explained in a clear and concise way so you are never in any doubt. He continues to excel in his management of my SMSF and assisting myself budgeting to get further ahead. I have the upmost confidence and respect in Mark as a professional in this field.

Adviser status Gold
Rating 4.85
Number of reviews 17
First year providing advice 2006
Years of experience 16
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English

Merideon Wealth Strategies

Level 1, 14 Marco Polo Drive
Mandurah, WA 6210

8:00am – 5:00pm Monday, Wednesday – Friday
9:00am – 5:00pm Tuesday

Infocus Securities Australia Pty Ltd

AFSL 236523

Mark Rattigan

Merideon Wealth Strategies

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Merideon Wealth Strategies

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Infocus Securities Australia Pty Ltd