Mark RattiganDFS(FP), AFA
Managing Director| Senior Financial Planner

Mark Rattigan is an experienced Financial Adviser 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.

After starting in the industry as a mortgage broker and debt management consultant, Mark furthered his studies and achieved a Diploma in Financial Services as well as attaining a number of other specialist qualifications in Financial Planning. He continuously strives for knowledge and is currently completing an Advanced Diploma in Financial Services.

After working as a Investment manager and Wealth Adviser for 3 years with WA broking firm DJ Carmichael, Mark became passionate about creating a firm that was focussed on providing a complete, tailored service and one that worked closely with clients and their professional advisers to understand and achieve their long term financial goals.

As a member of the Association of Financial Advisers (AFA), 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:

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 Acheiver 2002 - Winner

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Catherine Vallt DFS(FP)
Financial Planner

Catherine joined the Merideon team after making a lifestyle change and moving from the Perth to Mandurah.

Catherine moved from a corporate financial services background to realise her passion for lifestyle planning and helping everyday people achieve financial success through the application of sound, long term financial fundamentals.

Before becoming a financial planner, Catherine worked for a Fund Manager, her most recent role being as the company's Research and Performance Manager.

Her experience in financial services, strong sense of client focus, commitment to long term relationships and caring nature enables Catherine to deliver personalised financial solutions that provide the best outcomes for her clients.

Catherine also works very closely with women to help them understand their unique financial planning needs. Single, professional, widowed and divorced women all have very important and different issues to understand and address and Catherine specialises in helping them take care of their financial situation and start achieving their financial goals.

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Nathalie Pires
DFP, BA
Client Services Manager

With over 15 years experience in the Financial Planning industry in the banking and private sectors, Nathalie joined the Merideon team to help us continue to deliver a high level of ongoing service and advice to our existing and new clients.

Nathalie is passionate about building longterm relationships with clients and helping our advisers deliver strategic advice to help them maximise and protect their wealth.

Nathalie's dedication to providing quality customer service has led to numerous client testimonials and has also seen her nominated in both 2010 and 2011 in the Rotary Pride in Workmanship awards.

Angela SantaliaDFP
Paraplanner

Angela Santalia has over 12 years experience in the financial planning industry and is a keen investor. She has a thorough understanding of all financial planning areas developed from working in various Financial Planning offices.

With her Graduate Diploma in Financial Planning and extensive experience in Paraplanning and financial planning office administration, Angela is in charge of preparing our extensive Statement of Advice documents and projections, in which we present our advice to you.

Elle Reed
Reception | Administration

Elle joined the Merideon team in 2010 to help with administration and reception duties. Her role is to help with the implementation of your strategies, provide customer support for any client enquiries and to keep the office running smoothly.