REGAN ISAAC
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd
2018 - Margin Lending - Other - Kaplan Professional
2021 - AchFP (Associated Chartered Financial Practitioner) - Professional Designations - Kaplan Professional
2021 - FASEA - Professional Designations - FASEA
2022 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - TAFE Higher Education
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.