Data sourced from ASIC Financial Advisers Register
Financial Adviser · NARRE WARREN, VIC

Regan Frank Welburn

10 Years experience
Tax advice
authorised
Currently at
Synchron Advice Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001248466

Regan Frank Welburn is a financial adviser based in Narre Warren, Victoria, with 10 years of experience in the financial services industry. Regan is currently authorised under Synchron Advice Pty Ltd. Regan 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 Bachelor of Exercise Science from Australian Catholic University. Regan is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

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

Restrictions: Superannuation - all authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Exercise Science
Australian Catholic University
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2009
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2024
Accredited Behavioral Finance Professional (ABFP)
Kaplan Professional
2024
Chartered Retirement Planning Counselor (CRPC)
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd
Oct 2016 - Present Current
Superannuation - all authorisation excludes SMSF advice

Source: ASIC Financial Advisers Register