Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Regan Isaac

SYDNEY, NSW
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000343326
Licensee
Gill And Co Advisory
Bangor, NSW (licence address on ASIC register)
View licensee

About Regan Isaac

Regan Isaac is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry since 2009. Regan is currently authorised under Gill And Co Advisory. Regan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Regan's qualifications include a Graduate Diploma Financial Planning from TAFE Higher Education. Regan is a member of Association of Independently Owned Financial Professionals (AIOFP) 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

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
International Institute of Technology Pty Ltd
2018
Margin Lending
Kaplan Professional
2021
AchFP (Associated Chartered Financial Practitioner)
Kaplan Professional
2021
FASEA
FASEA
2022
Graduate Diploma Financial Planning
TAFE Higher Education

Registration History

Gill And Co Advisory Pty Ltd
Dec 2024 - Present Current
Synchron Advice Pty Ltd
Jul 2024 - Dec 2024 Ceased
Superannuation All authorisation excludes self managed superannuation funds advice
Private Wealth Partners Group Pty Limited
Jul 2021 - Jun 2024 Ceased
Infocus Securities Australia Pty Ltd
Nov 2017 - Jan 2021 Ceased
SMSF excludes SMSF
Charter Financial Planning Limited
Jun 2015 - Nov 2017 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Australia And New Zealand Banking Group Limited
Nov 2009 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register