Our Team

Mark Rattigan – Managing Director| Senior Financial Advisor
Fellow Chartered Financial Practitioner | ADFS (FP)

Mark is passionate about helping people live a more fulfilling life by understanding what is truly important to them and helping them make better decisions to achieve these priorities.

Mark has been an active member of the Peel region for over 25 years and enjoys the laid-back lifestyle with his wife and two children. He has been on the Executive Committee for the Peel Chamber of Commerce since 2010 and is an avid cricketer for the Pinjarra Cricket Club.

When he is not out on the Cricket pitch you may hear Mark hosting his regular Money Talks segment on ABC Perth’s Drive show.

As a member of the Financial Advisers Association Australia (FAAA), member of the Infocus Leaders Forum and Chair of the Infocus Financial Advisor Council, Mark strives to provide the highest level of professionalism, ethics and service available in the Financial industry. He 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.

Barbara Franklin – Senior Financial Advisor
Fellow Chartered Financial Practitioner | Grad.Dip.FP

Barbara is a Southwest local, having grown up in Harvey, and spending all of her life, aside from a brief stint in Perth, in and around the beautiful Southwest corner of WA. She started working in the Financial Services Profession in 2000 when she joined her Dad, Bob King, in his business where she worked alongside him until his retirement in 2014. Being inspired by the way her Dad’s advice helped his clients she decided to follow in his footsteps.

In her personal life Barb has been married to her best friend Steve since 1986. They have 4 adult children and 3 beautiful grandsons. Barb loves Cricket and enjoys travelling the world watching the Aussie Test team.

Jamie Woolley – Financial Advisor
Bachelor of Commerce | ADFS(FP)

Jamie has worked in the financial planning industry since graduating from university almost a decade ago. He enjoys working in retirement planning and asset preservation, he understands that retirement is the start of a whole new adventure and not the end of one. Therefore his advice and recommendations are tailored to set you on the path to retirement without financial restraints, concerns or confusion.

At home, he loves spending time with his son. He’s also a keen sports fan and a passionate supporter of the Fremantle Dockers, but be warned…if you do start talking sport, the meeting could run overtime!

Andrew Britton – Financial Advisor
Bachelor of Commerce | Grad.Dip.FP

Andrew has a passion for helping people make better financial decisions. With many years of experience across a range of Financial Services including Financial Planning, Accounting, Corporate Finance and client services, Andrew has been able to bring this skill set to his role of Financial Adviser at Merideon.

Andrew graduated from the University of Western Australia with a Bachelor of Commerce in 2016 and has since worked in Perth, London, and now Mandurah. After travelling the world and working in many areas of finance, Andrew decided his heart was in Financial Advice and WA’s beautiful southwest.

He returned from London in 2020 and completed his Grad Dip in Financial Planning and developed his knowledge and skills as an Associate Adviser whilst completing his Professional Year at Merideon.

When Andrew isn’t at the office, you’ll likely find him working on his beautiful farm in Kirup, having a surf, cooking up a storm, or planning his next adventure!

Brenton Sharpe – Advice Associate
Bachelor of Commerce | Grad.Dip.FP

Brenton has worked in the Financial Planning Industry for many years, in various Client Support roles. He has a dedication to assisting clients to improve their financial wellness and aspires to become an Adviser.

He has a Bachelor of Commerce (Accounting) from Curtin University, and a Graduate Diploma of Financial Planning from Kaplan.

He is a sports fanatic. AFL (Go the Eagles), Tennis, cricket, you name it. He also has a passion for Film and Television and is always happy to talk about the latest release.

Trez Elrick – Client Support

Trez has been working with Barbara for over 2 decades servicing their loyal clients in Bunbury. She is dedicated to ensuring the clients have a smooth experience with their finances and help implement all the recommendations in their Financial Plans.

As a wife and mother of an up and coming Basketball star Trez knows how to juggle priorities and stay organised and this is something she brings to her role.

Jhoanna Duano – Client Support

Jhoanna’s role is to support the team in prepping and processing the extensive amount of data and paperwork required to operate a successful financial planning business. Jhoanna is tasked with ensuring our client information is kept up to date and accurate, collecting client information and preparing statements and paperwork for our client meetings.

Jhoanna admires Korean idols and likes to spend her weekends socializing and singing Karaoke with friends. She’s passionate about experiencing life and helping ensure our clients receive a great service.

Glenn Cadiz  – Client Support

Glenn’s role is to support the Client Support Officer in prepping and processing paperwork, he is tasked with collecting client information and preparing statements and paperwork for our client meetings.

Glenn is fond of watching anime and playing mobile games in his free time. He loves gardening and collecting succulents and cacti. He has a fear of heights however he’s doing his best to conquer it by joining mountaineering and camping lately. Fun Fact: Anytime he goes on a date he finds himself craving Red Velvet cake.

Jessa Villaceran – Client Support

Jessa’s role is to support the Client Support Officer in prepping and processing paperwork, she is tasked with collecting client information and preparing statements and paperwork for our client meetings.

In her spare time, Jessa likes to watch Korean Drama and relax at home. In the warmer seasons y off having an adventure at the beach.  Jessa loves to help other people in her own small way, and tries to live each day by the quote “to be a blessing to other people”.

Deni Palompon – Paraplanner

Deni’s has worked through a number of roles from Client Support to Paraplanning. Deni helps prepare the detailed workings and Statements of Advice we provide to clients outlining their financial plan.

When Deni’s not working Deni loves spending her time exploring the internet for interesting facts and reading comics.

Javea de Pedro – Paraplanner

Javea works behind the scenes to document the Advisers’ vision for their clients financial plans, from the quotes, financial modelling to the end document.  In her spare time, she mostly love relaxing at home, playing video games or watching movies. As a foodie, she also enjoys going on food trips, trying new food and chilling in a peaceful café with loved ones. She also loves travelling and is looking forward to doing more of this in future.

Mark Munez – Client Services Officer

Mark is a devoted pet lover. With a heart full of compassion for animals and a commitment to sustainable farming practices. When not tending to the farm, he enjoys heading to the beach with friends.

Charlise Varischetti -Rattigan- Reception

Peter Rattigan – Money Master

After semi-retiring, Peter was seconded to manage our Money Master reconciliation and reporting services. After a long and varied career, Peter spent a large part of his career working in a company focused on money management where he developed a proprietary software package for the business.

Another spreadsheet aficionado, Peter is very comfortable juggling numbers and reports and has an eye for picking up when your numbers don’t add up.

Peter is a proud but part-time Grey Nomad and a passionate and talented photographer.