Mark Rattigan

Managing Director| Senior Financial Adviser
Fellow Chartered Financial Practitioner | ADFS (FP)

Mark Rattigan - Financial Advisor

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 the Vice President of the Peel Chamber of Commerce since 2010 and is an avid cricketer for the Pinjarra Cricket Club.

When he is not on the cricket field in summer, Mark loves to spend time with friends and family boating around our amazing waterways.

As a member of the Association of Financial Advisers (AFA), member of the AFA Leaders Forum and Chair of the Infocus Adviser 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.

Mark’s commitment to success has been recognised in all areas of his career:

  • Infocus Australia Chairman’s Award 2020
  • IFA Excellence Awards 2020 – Regional Adviser of the Year – Finalist
  • Infocus Australia Adviser of the Year 2019
  • Platinum Adviser on Adviser Ratings
  • A Fellow Chartered Financial Practitioner 2015
  • Charter Financial Planning WA Adviser of the Year 2012
  • AFA Rising Star of the Year 2011 – Winner
  • 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
Certified Financial Planner | Master of  International Finance

Peter is passionate about making an impact on peoples lives through great financial advice. When you talk to Peter, you will get back to basics to get your financial affairs in order and throw around ideas on how to build your wealth to achieve your dreams. These discussions make Peter get out of bed in the morning and finish the day on a high.

Peter’s “why” is quite simple – Helping people to achieve their financial potential.

Originally from Bridgetown in the South West, Peter has worked in Melbourne and Perth CBD and has decided to leave the “Big Smoke” to be a bit closer to home and get back to his roots. Married and planning a young family, Peter has travelled extensively – visiting 16 countries so far.

He knows full well that dreams take many shapes and forms – be it wealth, travel, health, or leading a simple life unbeholden to anyone. If it’s important to you – he will find a way!

Peter has served as Vice-Chair of the Financial Planning Association’s (FPA) WA Chapter and mentors up and coming Financial Advisers and students and has been asked to speak at numerous events on Financial Planning.

Peter was pivotal in helping Merideon become a FPA Professional Practice.

Peter has been recognised numerous times for his passion for giving great financial advice:

  • IFA Excellence Awards 2021 – Regional Adviser of the Year – Finalist
  • IFA Excellence Awards 2021 – Holistic Adviser of the Year – Finalist
  • Platinum Adviser on Adviser Ratings
  • Certified Financial Planner (CFP)

 

John Kamau

Associate Financial Adviser
Msc. Actuarial & Financial Science | BSc(Hons) | Dip FP

John Kamau is an enthusiastic associate adviser who joined Merideon to put into practice his knowledge in finance and actuarial science. He works closely with senior financial advisers in providing sound strategic advice to clients through performing complex research, financial modelling and analysis.

John is passionate about family adventures and travelling.


Hepseba Bonda

Client Services Officer
Masters Business Administration

Hepseba joined the Merideon team when we merged with the Lighthouse business in 2018. Before that, she has had an extensive career in Financial Services focused on client service, compliance and processes. Hepseba’s attention to detail is important to ensure our client’s strategies are implemented correctly and that the business processes are effective.

 


Jodie Watson

Client Service Officer

Jodie joined Merideon in March 2020 to provide support to the existing CSO’s with Implementation.  She has been in the industry since 2007 and completed her Financial Planning Diploma in 2017.  Jodie has a passion for customer service, procedures and supporting co-workers.

You may find Jodie off on an adventure with her two boys and husband and relaxing at the beach. . She loves catching up with friends and family.

 


Andrew Britton

Adviser Support Assistant

Andrew has a passion for helping people make better financial decisions. He has over four years of experience working in client service, accounting and corporate finance preparing reports, budgets and informing impactful decisions. It is this passion that drives Andrew’s desire to one day become a financial planner.

Andrew currently helps Merideon and our clients implement fantastic financial advice.

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.

When Andrew isn’t at the office, you might find him having a surf, cooking up a storm, or planning his next adventure!


Emma Rattigan

Office Manager

Emma is focused on 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 manages Merideon’s client communications and events.

When Emma isn’t wrangling two kids and her husband you may find her relaxing with a glass of wine.

 


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.

 


Deni Palompon

Client Support

Deni’s role is to assist the Client Service Officers with prepping and processing extensive amount of paperwork and data required to operate a successful financial planning business.

Deni is tasked with ensuring our client information is kept up to date and accurate, collecting client information and preparing paperwork for client meetings.

Deni’s ideal vacation would be to visit another galaxy, when she’s not working Deni loves spending her time exploring the internet for interesting facts and reading comics.

 


Peter Rattigan

Money Master Officer

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.