Level 1, 14 Marco Polo Drive, Mandurah, WA, 6210Request a callback Book an appointment
Mark Rattigan is an experienced Financial Advisor with a vast knowledge base developed from years of extensive study, experience across all areas of finance and from working closely with specialised advisers in other fields. He is highly awarded as a Financial Planner and has been recognised as a Fellow Chartered Financial Practitioner, one of the highest designations for financial planning professionals.
Mark is passionate about helping people understand what is truly important to them and help them take control of their finances to build a better future for their family.
Mark has been an active member of the Peel region for over 25 years and enjoys the laid-back lifestyle and waterways with his wife and two children. He is the Vice President of the Peel Chamber of Commerce and an avid cricketer for the Pinjarra Cricket Club.
As a member of the Association of Financial Advisers (AFA) and member of the AFA Leaders Forum, Mark strives to provide the highest level of professionalism, ethics and service available in the Financial industry.
Mark’s commitment to success has been recognised in all areas of his career:
A Fellow Chartered Financial Practitioner 2015
Charter Financial Planning WA Adviser of the Year 2012
AFA Rising Star of the Year 2011 – Winner
AFA Rising Star of the Year 2010 – Top 6 Finalist
AXA WA Value of Advice Award 2010 & 2011 – Finalist
DJ Carmichael Adviser of the Year 2007 – Runner Up
Telstra WA Young Business Achiever 2002 – Winner
Tony has over 25 years’ experience in the financial planning industry. Starting in customer service, Tony has worked at MLC, AMP and Macquarie Bank as well as other well-known financial services institutions over the years. In the early years, Tony spent time as a Technical Specialist, supporting financial planners with their understanding and knowledge of the many rules and regulations impacting the provision of financial advice. Now himself a financial advisor, Tony understands how the right advice benefits those looking for guidance, direction and peace of mind to provide a safe, secure and enjoyable quality of life.
Tony is a strong supporter of the “R U OK?” day initiative. Started by some of his close friends the mental health awareness campaign is one very close to his heart.
Tony is passionate about a wide range of music (except the 80s) and loves his sports. He is a mad-keen Golfer and has also “pulled on the whites” after a 25-year break and started playing for the Pinjarra Cricket Club.Contact
Geoff has had a long association with the Peel District, centered on the booming town of Mandurah W.A. Over the last 15 years Geoff has worked as a financial strategist with a company specializing in cash-flow and debt management.Contact