Mark Rattigan

Merideon Wealth Strategies

Gold
16 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 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)

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 4.80
  • 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

Opening hours

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.80
17 Reviews
5
4
3
2
1
4.70
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"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"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is a fantastic advisor who I couldn’t recommend more highly. He takes time to individually tailor a financial plan to your situation and provides ongoing advice to keep you on track. His advice and efforts have made a marked difference in my personal wealth and I am extremely confident for my financial future."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark’s advice has always helped me with avenues to use and keep my money as best as possible. He has a user friendly approach and attitude to all information he discusses with you, and his knowledge in financial matters makes you more confident to follow his advice. Thanks for your help Mark"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark gave us the professional expertise to guide us through our superannuation fund investments leading up to our retirement as well as in our retirement so that we could live the lifestyle we chose. Thank you Mark."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark and the team at Merideon have been looking after my financial affairs for years now and I have been very happy with their service and knowledge. They have helped me manage my money better through their budget program and I can always get my questions answered quickly which helps me make better decisions (most of the time!)"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our finances have definately improved by having Mark and his staff help us, if we need any day to day advise they are only a phone call away and always happy to help. Mark and his team are always up to date with the latest tax and superannuation changes. Thanks Mark."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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