Mark Rattigan Email
Managing Director and Senior Financial Adviser @ Merideon Wealth Strategies
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Mark Rattigan Location
- Perth, WA, AU
Mark Rattigan Work
- Managing Director and Senior Financial Adviser @ (August 2009 - Present)
- Board Member @ (March 2025 - Present)
- Treasurer @ (April 2023 - April 2025)
- Board Member @ (April 2022 - April 2023)
- Vice President @ (April 2011 - April 2022)
- Chairperson - Adviser Council @ (March 2020 - Present)
- Finance Content Contributor @ (August 2024 - Present)
- Guest Lecturer @ (April 2023 - Present)
- Co-Owner @ Spookwood Estate (June 2022 - Present)
- Managing Director @ (December 2017 - Present)
- WA GenXt Chairman @ (October 2012 - September 2015)
- Stockbroker and Specialist Wealth Adviser @ (August 2006 - August 2009)
- Treasurer and Corporate Secretary @ South Coast Business Development Organisation (October 2006 - October 2007)
- Executive Member @ South Coast Regional Chamber Of Commerce (September 2003 - March 2006)
- Managing Director @ Tempo Music Pty Ltd (January 2000 - February 2005)
- Personal Finance Consultant @ Qwest Financial Strategies (January 2000 - January 2003)
Mark Rattigan Education
- Asia Pacific Financial Services Association
Fellow Chartered Financial Practitioner (Financial Planning and Services)
2012-2015 - International Institute of Business and Technology Australia
Advanced Diploma Of Financial Services (Financial Planning) (Financial Planning and Services)
2009-2012 - SMSF Strategies
(Self Managed Superannuation Strategies)
2009-2009 - Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning) (Self Managed Superannuation Funds)
2008-2009 - Kaplan Professional
Diploma of Financial Services (Financial Planning) (Financial Planning, Investing, Taxation, Superannuation, Retirement Planning)
2005-2006 - The University of Western Australia
Commerce (Marketing & IT)
1996-1998
Mark Rattigan Skills
- SMSF advice
- Business Planning
- SMSF Gearing
- Business Risk Planning
- Investment Strategies
- Financial Planning
- Financial Modeling
- Succession Planning
- Insurance
- Superannuation
- Wealth
- Retirement Planning
- Budgeting
- Estate Planning
- Investments
- Income Protection
- Wealth Management
- Wealth Accumulation
- Cash Flow
- Personal Finance
- Business
- Pensions
- Strategic Financial Planning
- Retirement
- Financial Advisory
- Portfolio Management
- Disability Insurance
- SMSF
- Strategy
- Critical Illness
- Budgets
- Wealth Management Services
- Personal Financial Planning
- Financial Planners
- Life Insurance
- Financial Risk
- Finance
- Investment Management
- Small Business
- Start-ups
- Business Strategy
- Key Person Insurance
- Risk Management
- Savings
- Gearing
- Term Life Insurance
- Financial Services
- Asset Allocation
- Management
- Securities
- Start Ups
Mark Rattigan Summary
- Mark Rattigan, based in Perth, WA, AU, is currently a Managing Director and Senior Financial Adviser at Merideon Wealth Strategies. Mark Rattigan brings experience from previous roles at Peel Chamber of Commerce & Industry Inc.. Mark Rattigan holds a 2012 - 2015 Fellow Chartered Financial Practitioner in Financial Planning and Services @ Asia Pacific Financial Services Association. With a robust skill set that includes SMSF advice, Business Planning, SMSF Gearing, Business Risk Planning, Investment Strategies and more. Mark Rattigan has 2 emails on RocketReach.
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