Managing Director| Senior Financial Adviser
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 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) and member of the AFA Leaders Forum, 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:
- 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
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!
Senior Financial Adviser
BPE,Dip Ed, Adv Dip FP
Geoff was the founder of Lighthouse Financial Planners (formerly Infocus Mandurah) and joined the Merideon team when the businesses merged in 2018. Geoff has been a Mandurah resident for over 50 years and his words is “just getting the hang of it!”. Geoff commenced Financial Planning after a long career in teaching and brings his teaching skillset to his interactions with clients.
When Geoff is not helping people improve their financial future, he is wrangling grandkids or out on the water surfing, scuba diving or fishing.
Accredited Mortgage Broker | Client Services Officer
Cert IV Financial Services (Finance/Mortgage Broking)
Danielle joined the Merideon team after a long career in the Mortgage industry across Australia.
She is passionate about helping clients, loves a challenge and is a massive spreadsheet nerd!
Danielle helps locate great finance and loan deals but goes one step further in making sure she gives great advice on how to structure it correctly to suit your needs and how to pay it off faster. She is thorough and doesn’t back down when fighting for a great client solution.
Danielle loves her health and fitness, she is a high-level martial artist, another mad-keen Golfer and a loving Mum to her boys.
Associate Financial Adviser
Msc. Actuarial & Financial Science | BSc(Hons) | Dip FP
John Kamau is an enthusiastic associate adviser who joined Merideon to put in 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.
Associate Financial Adviser
Claudine joined Merideon after 11 years of financial planning experience in South Africa. Claudine is thoroughly enjoying her new environment and has easily integrated herself into our Merideon culture.
Claudine’s clients describe her as passionate, knowledgeable, always professional and a person you can trust, a person with great integrity and if you need a fighter in your corner, she’s the one!
Outside of the office, Claudine loves music and travel, a keen concert goer, who won’t hesitate to travel anywhere in the world to see her favourite artists. She places great value on her friends and family and is a devoted mum to her sons.
Client Services Officer
Diploma FS (Financial Planning)
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 is passionate about ensuring our clients have the best level of customer service and fights to get them the best results. Her role is to ensure the smooth operations of the office and to help implement all of the strategies developed by our advice team.
Tegan is a proud Mum of two beautiful children and is dedicated to her family.
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.
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.
Emma loves hitting the gym, enjoying a wine with friends and wrangles two wonderful kids and her husband.
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’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 fact and reading comics.
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.