Our Team
Regan Isaac
GradDipFinPlan, Dip FS (FP) AChFP®️
Director and Financial Adviser
Regan has more than 15+ years of experience across various sectors in the financial services industry incorporating retail banking, institutional and investment banking, funds management and financial planning.
Regan’s passion lies in having a deep and authentic relationship with each one of his clients. He specialises in providing strategic and holistic advice to professionals and complex family offices.
Regan is an Associate Chartered Financial Practitioner™ and has completed postgraduate studies in financial planning encompassing advanced financial strategies, taxation and law. He is also undertaking additional qualifications in business.
Regan is both a practitioner member of the Association of Financial Advisors (AFA) and an Affiliate member for the Society of Trust & Estate Practitioners (STEP).
When he’s not in the office, Regan enjoys travelling and spending time with family and friends. He also loves the outdoors and enjoys hiking in remote areas of NSW and competitive team sports.
Regan is authorised to provide advice on Self Managed Super Funds, Deposit and Payment Products, Debentures, Stocks or Bonds, Investment Life Insurance Products, Life Risk Insurance Products, Gearing, MDA services, Managed Investments Schemes, Securities, Superannuation and Standard Margin Lending.