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 4.85
  • 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

Opening hours

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523