Mark Rattigan

Merideon Wealth Strategies

Gold
18 Yrs Experience
Mandurah, WA 6210

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's dedication to his clients and the profession have been recognised throughout his career with numerous awards including:

  • 2021 IFA Holistic Adviser (Finalist)
  • 2020 Infocus Chairmans Award
  • 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)

Mark's is also an integral part of the Financial Planning profession and the local community having served on many Adviser Councils and Commitees, as well as Chairing the WA GenXt Chapter and the Infocus National Adviser Council. He has also served as the Vice President or Treasurer of the Peel Chamber of Commerce and Industry ongoing since 2010.

When he is not helping others have a better future, Mark loves to spend time with his family and friends enjoying everything the Peel region has to offer, as well as playing cricket for the Pinjarra Cricket Club or endeavouring to learn how to make wine!

Expertise

  • 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 20
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Merideon Wealth Strategies

Level 1, 14 Marco Polo Drive
Mandurah, WA 6210

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523