Mark Rattigan

Merideon Wealth Strategies

Gold

17 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'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!

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 November 2023

I’ve worked with Mark and his team over the last 15 months. In that time we’ve managed to have broadened my investment portfolio. Worked out how to best protect my investments and future plan for my retirement. The wealth of knowledge and experience Mark has been of immense value to further my goals and aspirations.

5.00 October 2023

Mark is always available for questions and help throughout our entire process, as is his team members. He is very good at making sure that we understand exactly what’s happening and at what stage we are at within the plan we formed. The communication comes through emails, phone calls and texts, if needed, with checklists constantly updated as each task is completed or a new one started. Follow ups are Teams or Zoom meetings are scheduled as needed. The knowledge that Mark and his team have is hugely extensive and I can tell that he is always on top of the rules and regulations within all lines of his business. Mark has helped us immensely with our financial situation, in turn taking a huge stress-load off us as a family and allowed us to be much more relaxed. He only achieved this because of his huge amount of experience and knowledge. I look forward to continuing our finance journey with Mark and I am extremely happy with his work.

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.

Adviser status Gold
Rating 4.88
Number of reviews 19
First year providing advice 2006
Years of experience 17
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English