Regan Isaac
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343326
- Location
- Sydney NSW 2000
- Licensee
- Gill and Co Advisory Pty Ltd (AFSL 551560)
- Authorised since
- 11 December 2024
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Planning, International Institute of Technology Pty Ltd (2015); Margin Lending, Kaplan Professional (2018); AchFP (Associated Chartered Financial Practitioner), Kaplan Professional (2021); FASEA, FASEA (2021); Graduate Diploma Financial Planning, TAFE Higher Education (2022)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Regan Isaac
On the Financial Advisers Register kept by ASIC, Regan Isaac appears as a current financial adviser in Sydney, New South Wales, adviser number 000343326.
Regan provides advice as an authorised representative of Gill and Co Advisory Pty Ltd, which holds Australian financial services licence 551560. That authorisation dates from 11 December 2024.
According to the register, Regan first provided financial advice in 2009. Qualifications and training on file include Diploma of Financial Planning (International Institute of Technology Pty Ltd, 2015), Margin Lending (Kaplan Professional, 2018) and AchFP (Associated Chartered Financial Practitioner) (Kaplan Professional, 2021). Regan is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association of Australia (FAAA).
Regan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Regan Isaac a registered financial adviser?
Yes. Regan Isaac is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343326.
Which licensee does Regan Isaac work under?
Gill and Co Advisory Pty Ltd, Australian financial services licence 551560.
What can Regan Isaac give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.