Mark Rattigan Email and Phone Number
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Mark Rattigan personal email
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Mark is a professional Financial Planner and Managing Director of award winning firm, Merideon Wealth Strategies and Merideon Home Loans.Mark's passion is partnering with Medical Professionals, Business owners and FIFO families to ensure their hard work is protected and is actually achieving their personal financial and lifestyle goals.With a strong focus on debt and money management, we help people understand where their hard earned money is going so they can take control and then build a better financial future.Our team have specialist technical knowledge to develop a financial plan, but more importantly we take the time to really understand our clients, so we can develop a personalised plan, implement it to simplify their life and then coach and educate them to ensure they stay on track.
Merideon Wealth Strategies
View- Website:
- merideon.com.au
- Employees:
- 9
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Managing Director And Senior Financial AdviserMerideon Wealth StrategiesPerth, Wa, Au
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Finance Content ContributorAustralian Broadcasting Corporation (Abc) Aug 2024 - PresentPerth, Western Australia, AustraliaHelping build the community's knowledge of financial matters that impact them and striving to increase Financial Literacy, Mark shares his wealth of knowledge monthly on the ABC Perth Drive show. -
Managing Director & Senior Financial AdviserMerideon Wealth Strategies Aug 2009 - PresentMandurah, AustraliaMerideon is an award-winning Financial Planning firm providing personal, simple and inspired strategies for families and businesses to help them build and protect their wealth.Since inception the Merideon team have been recognized for the quality of their advice and service through numerous industry and community awards.Merideon work closely with ordinary people to Enrich their future through financial education, strategies and coaching.
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Guest LecturerCurtin University Apr 2023 - PresentPerth, Western Australia, AustraliaTo help provide financial planning students with insights into the industry and the practicalities of financial planning I deliver guest lectures at Curtin University in the area of Retirement Planning and optimising Centrelink. -
TreasurerPeel Chamber Of Commerce & Industry Inc. Apr 2023 - Present -
Board MemberPeel Chamber Of Commerce & Industry Inc. Apr 2022 - Apr 2023
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Vice PresidentPeel Chamber Of Commerce & Industry Inc. Apr 2011 - Apr 2022Mandurah, Western Australia, AustraliaMark's passion for working with business owners to achieve long term sustainable success has led him to the Board of the Peel CCI.As vice-president Mark is responsible for working closely with local business to ensure their voice is heard and key stakeholders are working together to achieve greater success in the local business community.
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Co-OwnerSpookwood Estate Jun 2022 - PresentQuindanning, Western Australia, AustraliaSet on a majestic 160 acre rolling property complete with Vineyard, 1km of Coolakin Creek, native flora, fauna and granite outcrops, Spookwood offers a relaxing getaway less than 2 hours from Perth.This stunning vineyard Farmstay offers an amazing experience for couples, families and small groups to disconnect, reconnect and experience country life at its best.
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Chairperson - Adviser CouncilInfocus Advisory (Australia) Mar 2020 - PresentThe Infocus Adviser Council is the conduit between the Adviser network and Licensee's Management. Our goal is to understand the needs of our diverse Adviser network and champion them to the Licensee and guide innovation and change. -
Managing DirectorMerideon Home Loans Dec 2017 - PresentMandurah, Western Australia, AustraliaDebt is such an integral part of modern life but we believe it is important to treat it wisely. Having spent years working with families who have taken on too much debt and are trapped I am passionate about developing a Finance company that helps people get out of debt rather than keeping them trapped.From the very beginning, a Merideon Mortgage Adviser takes the time to understand a clients current and future needs so they can recommend a loan that will suit them for more than a few years. From that point on our goal is to help them pay off personal debt and then make smart decisions about utilising debt to build wealth.If you want to take control of your debt then speak to a Merideon Mortgage Adviser today. -
Wa Genxt ChairmanAssociation Of Financial Advisers (Afa) Oct 2012 - Sep 2015WaGenXt is an initiative of the Association of Financial Advisers. It is intended to ‘bridge the gap’ between the current & Next Generation by formulating a programme of events and forums to facilitate the transfer of knowledge, experience, skills and networks between the generations. It is about stimulus, inspiration and motivation, and about helping you survive in the early days, then grow and prosper as your career develops.
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Stockbroker & Specialist Wealth AdviserDj Carmichael Pty Ltd Aug 2006 - Aug 2009PerthAfter working as a stockbroker for several years I realised my passion for financial strategy and moved into a specialist Wealth Adviser role. Working with clients to understand the outcomes that were important to the and developing strategies to better achieve these results.
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Treasurer/Corporate SecretarySouth Coast Business Development Organisation Oct 2006 - Oct 2007The SCBDO is a not for profit organisation that provides support for small business development for a region of over 200,000 resdients. The organisation manages 2 small business incubators and also operates the Small Business Centre - South West metro, a government funded group that provides coaching, business mentoring, business start up help and training.As treasurer/secretary, Mark is responsible for the financial health of the organisation balancing government funding and self generated income streams to meet the needs of the organisation and the business community.
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Executive MemberSouth Coast Regional Chamber Of Commerce Sep 2003 - Mar 2006As a board member of the SCRCC, Mark was responsible for providing strategy and overseeing the running of the of the organization in achieving its objective of helping small business become more successful.During his time here, Mark developed, managed and hosted the prestigious regional Small Business Awards, which grew from strength to strength under his guidance.He was also responsible for developing numerous initiatives that continued to provide income for the group for many years.
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Managing DirectorTempo Music Pty Ltd Jan 2000 - Feb 2005During his time at the helm of Tempo Music, Mark took the company from a 2 person show to a the leading entertainment and event company in its region. When he left in 2005 the company had 23 staff and was providing services to over 20 events per week.Mark received numerous awards for the business including the Telstra WA Young Business Achiever Award for 2003.
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Personal Finance ConsultantQwest Financial Strategies 2000 - 2003In his role at Qwest, Mark provided Financial Solutions to households and business owners in the areas of money management, debt reduction, budgeting and financial forecasting.
Mark Rattigan Skills
Mark Rattigan Education Details
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Asia Pacific Financial Services AssociationFinancial Planning And Services -
Financial Planning And Services -
Smsf StrategiesSelf Managed Superannuation Strategies
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Self Managed Superannuation Funds -
Financial Planning, Investing, Taxation, Superannuation, Retirement Planning
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Marketing & It
Frequently Asked Questions about Mark Rattigan
What company does Mark Rattigan work for?
Mark Rattigan works for Merideon Wealth Strategies
What is Mark Rattigan's role at the current company?
Mark Rattigan's current role is Managing Director and Senior Financial Adviser.
What is Mark Rattigan's email address?
Mark Rattigan's email address is ma****@****.com.au
What is Mark Rattigan's direct phone number?
Mark Rattigan's direct phone number is 8958*****
What schools did Mark Rattigan attend?
Mark Rattigan attended Asia Pacific Financial Services Association, International Institute Of Business And Technology Australia, Smsf Strategies, Kaplan Professional, Kaplan Professional, The University Of Western Australia.
What skills is Mark Rattigan known for?
Mark Rattigan has skills like Investments, Wealth, Strategic Financial Planning, Superannuation, Financial Planning, Financial Services, Wealth Management, Financial Advisory, Retirement Planning, Wealth Accumulation, Investment Strategies, Risk Management.
Who are Mark Rattigan's colleagues?
Mark Rattigan's colleagues are Jamie Woolley, Elizabeth Harrison, Brenton Sharpe, Tegan Flynn, Andrew Britton, Geoff Rees.
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Mark Rattigan
Stocksmoor -
Mark Rattigan
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