Managing Director| Financial Advisor
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 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 Chairman of the WA AFA Genxt Committee, 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
Contact Mark : firstname.lastname@example.org
Ann Bayliss DFS(FP)
Ann Bayliss has been working in the Financial Planning industry for over 28 years.
She commenced her career with AMP in December 1985 and moved to National Mutual/AXA in November 1992.
After a short stint back at AMP in 1999, Ann has been working for small financial planning practices for the past 14 years where she has been able to personally assist clients in achieving their financial and lifestyle goals.
Ann prides herself on developing excellent working relationships with all her clients, and after working as a Paraplanner/Strategist for 7 years she is able to provide them with comprehensive advice in all areas of Financial Planning. Ann has a very strong knowledge and experience in Retirement Planning, Aged Care Advice and Centrelink.
Ann holds a Diploma of Financial Services (Financial Planning) and is currently completing the Advanced Diploma of Financial Services (Financial Planning).
Tegan Flynn DFS(FP)
Client Services Officer
Coming from a Financial Planning family, Tegan has a passion for the financial advice industry and in helping clients achieve more with their finances. With an extensive background in the industry, from stockbroking firms, to large and boutique financial planning firms, Tegan has a good working knowledge of the industry.
Tegan’s role is to ensure the smooth operations of the office and in helping deliver quality advice and service to our clients.
Tegan is excited to be a new Mum and loves her growing family.
Client Services Officer
Danielle joined the team after a long career in the Mortgage industry across Australia.
She is passionate about helping clients, loves a challenge and a good spreadsheet!
Danielle works closely with our clients and their adviser to make sure their financial plans are brought to life smoothly. She is thorough and doesn’t back down when fighting for a great client solution.
Danielle loves her health and fitness, is a high level martial artist and a loving Mum to her boys.
Emma helps with the efficient daily operations of the office and in helping us continuously improve our systems. Coming from outside of the Financial planning industry, Emma is able to provide valuable insights and question the way that we operate to help us identify and implement improvements.
Emma also helps manage Merideon’s client communications and events.
Emma loves hitting the gym, enjoying a wine with friends and wrangles two wonderful kids and her husband.
Reception / Office Support
Taylah joined the Merideon team after graduating high school with a plan to build a career in Administration. She loved the idea of working in a role that helped people improve their financial future and achieve their goals.
When she is not working hard at helping clients or studying, Taylah loves to stay active by playing netball, enjoying our beautiful beaches or hitting the gym.