Financial Adviser · MANDURAH, WA

Mark Rattigan

20 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000339572

Mark Rattigan is a financial adviser based in Mandurah, Western Australia, with 20 years of experience in the financial services industry. Mark is currently authorised under Infocus Securities Australia Pty Ltd. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from International Institute of Technology Pty Ltd (IIT). Mark is a member of FChFP - Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2008

Self Managed Superannuation Funds

Kaplan Education Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Education Pty Ltd

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2025

Accredited Aged Care Professional Program

Aged Care Steps

2025

Accredited Listed Product Adviser Program

Kaplan Education Pty Ltd

Registration History

Infocus Securities Australia Pty Ltd

Feb 2018 - Present Current

Charter Financial Planning Limited

Jun 2012 - Feb 2018 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Aug 2009 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register