Merideon Wealth Strategies

Level 1, 14 Marco Polo Drive,Mandurah, WA, 6210

phone 08 9583 5299

Merideon Wealth Strategies is located at Level 1, 6 Marco Polo Drive, Mandurah. We are just down the road from the Sebel Hotel and The Peninsula Hotel in The Marina precinct.

The office has plenty of parking located directly in front of our building and upon each visit, you will be greeted by one of our friendly team and made to feel at home with your favourite drink and a treat.

Whilst waiting for your meeting you can relax on the couch or challenge yourself to beat the top score on our Putting Green or Basketball Shootout on the balcony.

Merideon has been enriching the lives of our clients and community since 2009. We pride ourselves on taking the time to understand what is truly important to you and your family and then help you implement and manage strategies that will build a life that makes you happy.

Our award-winning business takes care of all areas of your financial life from goals and strategy, to investing, superannuation, Insurance, home loans and Estate Planning.

Our team are dedicated to continuous improvement and undertake ongoing training at the highest levels to keep to the absolute forefront of the financial planning industry. With the aid of our exclusive in-house computer software programs, we can regularly review our client's investments. Our uniquely designed web site provides the security for clients to track their own investment portfolio performance, total financial position and home loan positions from the comfort of their own home.

We have also built an extensive Knowledge Centre to empower you with the latest information on finances without all the jargon.

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Our team

Mark Rattigan
Managing Director | Authorised Representative
 

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

Peter Campbell
Senior Financial Adviser
 

Melissa Baker
Financial Adviser
 

Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services