Regan Isaac
Senior Adviser at Private Wealth Partners- Claim this Profile
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Bio
Cameron Thomson
I have worked with Regan for a number of years as a client. He is highly knowledgeable and gives practical, straightforward advice delivered with a long term view in mind. He took time to understand my personal financial situation and was equally happy to help with the small things in addition to longer term planning. I wouldn't hesitate to recommend Regan.
Brian Mullins
Regan is passionate about the financial services industry and also recommending a strategy which fits and suits his client’s needs . Regan has been instrumental in getting my finances back in order and over the last 2 and half years we have been able to put in place a strategy not only to allow me not purchase my first property but also strategically use my assets to purchase an investment property ( and still allowing me to go on holidays ). I would highly recommend Regan for his professionalism , astute knowledge of his industry , doing what is right by his client and he is just an all around a great guy.
Sean Walford
Regan is an absolute credit to Announcer, highly professional, intelligent and most of all he truly cares about you. Having recently moved to Australia with my family, Regan’s deep knowledge and patient approach has enabled us to gain clarity of vision with both our financial and personal goals. His ability to simplify today’s complex financial matters has enabled us to make fast choices and spend that valuable time on the important stuff such as family. Simply, we trust Regan and we know he will continue to build a wonderful future for our family. I highly recommend Regan.
Cameron Thomson
I have worked with Regan for a number of years as a client. He is highly knowledgeable and gives practical, straightforward advice delivered with a long term view in mind. He took time to understand my personal financial situation and was equally happy to help with the small things in addition to longer term planning. I wouldn't hesitate to recommend Regan.
Brian Mullins
Regan is passionate about the financial services industry and also recommending a strategy which fits and suits his client’s needs . Regan has been instrumental in getting my finances back in order and over the last 2 and half years we have been able to put in place a strategy not only to allow me not purchase my first property but also strategically use my assets to purchase an investment property ( and still allowing me to go on holidays ). I would highly recommend Regan for his professionalism , astute knowledge of his industry , doing what is right by his client and he is just an all around a great guy.
Sean Walford
Regan is an absolute credit to Announcer, highly professional, intelligent and most of all he truly cares about you. Having recently moved to Australia with my family, Regan’s deep knowledge and patient approach has enabled us to gain clarity of vision with both our financial and personal goals. His ability to simplify today’s complex financial matters has enabled us to make fast choices and spend that valuable time on the important stuff such as family. Simply, we trust Regan and we know he will continue to build a wonderful future for our family. I highly recommend Regan.
Cameron Thomson
I have worked with Regan for a number of years as a client. He is highly knowledgeable and gives practical, straightforward advice delivered with a long term view in mind. He took time to understand my personal financial situation and was equally happy to help with the small things in addition to longer term planning. I wouldn't hesitate to recommend Regan.
Brian Mullins
Regan is passionate about the financial services industry and also recommending a strategy which fits and suits his client’s needs . Regan has been instrumental in getting my finances back in order and over the last 2 and half years we have been able to put in place a strategy not only to allow me not purchase my first property but also strategically use my assets to purchase an investment property ( and still allowing me to go on holidays ). I would highly recommend Regan for his professionalism , astute knowledge of his industry , doing what is right by his client and he is just an all around a great guy.
Sean Walford
Regan is an absolute credit to Announcer, highly professional, intelligent and most of all he truly cares about you. Having recently moved to Australia with my family, Regan’s deep knowledge and patient approach has enabled us to gain clarity of vision with both our financial and personal goals. His ability to simplify today’s complex financial matters has enabled us to make fast choices and spend that valuable time on the important stuff such as family. Simply, we trust Regan and we know he will continue to build a wonderful future for our family. I highly recommend Regan.
Cameron Thomson
I have worked with Regan for a number of years as a client. He is highly knowledgeable and gives practical, straightforward advice delivered with a long term view in mind. He took time to understand my personal financial situation and was equally happy to help with the small things in addition to longer term planning. I wouldn't hesitate to recommend Regan.
Brian Mullins
Regan is passionate about the financial services industry and also recommending a strategy which fits and suits his client’s needs . Regan has been instrumental in getting my finances back in order and over the last 2 and half years we have been able to put in place a strategy not only to allow me not purchase my first property but also strategically use my assets to purchase an investment property ( and still allowing me to go on holidays ). I would highly recommend Regan for his professionalism , astute knowledge of his industry , doing what is right by his client and he is just an all around a great guy.
Sean Walford
Regan is an absolute credit to Announcer, highly professional, intelligent and most of all he truly cares about you. Having recently moved to Australia with my family, Regan’s deep knowledge and patient approach has enabled us to gain clarity of vision with both our financial and personal goals. His ability to simplify today’s complex financial matters has enabled us to make fast choices and spend that valuable time on the important stuff such as family. Simply, we trust Regan and we know he will continue to build a wonderful future for our family. I highly recommend Regan.
Credentials
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Affiliate Member
STEP – Advising Families Across GenerationsDec, 2021- Nov, 2024 -
Key Psychological Principles for Ethical Persuasion
LinkedInJan, 2021- Nov, 2024 -
Behavioral Finance Foundations
LinkedInDec, 2020- Nov, 2024 -
Business Ethics for Managers and Leaders
LinkedInDec, 2020- Nov, 2024 -
Xero Certified Partner
XeroJul, 2016- Nov, 2024 -
AFA Practitioner Member
Association of Financial Advisers (AFA)Jan, 2015- Nov, 2024
Experience
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Private Wealth Partners
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Australia
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Financial Services
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1 - 100 Employee
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Senior Adviser
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Jul 2021 - Present
Having joined the Private Wealth Partners team last year and starting my own business has been both challenging and incredibly rewarding. I specialize in providing holistic and strategic advice to professionals and business owners, as well as family offices with complex financial and structural affairs. This often involves advice and guidance surrounding cash flow and debt management, asset protection, investments and wealth accumulation, property, superannuation and retirement planning, estate planning as well as family protection. We also have an amazing support team to guide our clients throughout the advice process and their passion lies in educating clients throughout their journey to empower them with knowledge to make better decisions on a day to day basis. As a holistic advice practice, we also maintain close relationships with referral partners and specialists in residential and commercial lending, estate planning and commercial law, property advice, as well as accounting and business advice. You can learn more here https://privatewealthpartners.com.au/our-team/
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Infocus Advisory (Australia)
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Australia
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Financial Services
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1 - 100 Employee
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Senior Financial Adviser
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Sep 2014 - Dec 2020
Financial planning is very much common sense to most of us, save more than you spend, pay down debt, protect your assets and loved ones, don't always let your emotions drive your decision making and get yourself organised. Becoming financially organized should be a priority for every individual. Unfortunately work, family and life in general will often get in the way so we find ourselves in a state of imperceptible drift when it comes to money matters when we should be being proactive and actually making realistic goals and in turn achieving them. My role is to motivate people to "Do the things they know they need to do, but in a time frame they otherwise wouldn't". So, if you would like to know more about me........ Just ask!
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Consultant
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Sep 2014 - Jun 2015
My journey at Announcer started as a relationship manager and consultant where I met with clients and worked with the other advisers to assist clients in getting financially organised and really supporting them throughout the advice process.Assisted clients with organising their superannuation, protecting their family, establishing an estate plan, debt management, buying property and even the simple things like cash flow and learning to save.This was a highly hands on role and I learned a significant amount in a short period of time. By far a truly rewarding role in a great team and culture.Its amazing how easy financial planning is when you put your clients first.
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Client Manager
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Mar 2012 - Jun 2014
Wealth Street is where I started my career in financial planning and really taught me a lot about the industry and challenges faced when dealing with "real life" situations. To say the world of financial planning is confronting is an understatement! My role primarily involved managing the relationships of our clients and working with them to assist them in acheiving both their personal and financial life goals. I learned a significant amount about the importance of education around many topics in a short time frame - "Thrown in the deep end" is a true statement! I supported clients throughout the advice process, implementation of advice, individual strategies, investment property purchases, stock portfolios, refinancing and many other areas.
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NAB
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Australia
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Banking
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700 & Above Employee
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Investment Accountant
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Jun 2011 - Dec 2011
Working for a top 4 business was a great experience! My role involved preparation and delivery of investment and performance reporting, ensuring that regulatory obligations of clients are met in accordance with appropriate legislative requirements. Needless to say that this is a highly detailed and data focused role. Fortunately, I also worked closely with our relationship management team. High level detailed data analysis was a daily task and was definitely challenging for a relationship driven individual! The upside was that I worked within a great team of highly experienced professionals that insisted on a healthy and inclusive culture which was fostered and encouraged by senior management.
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State Street
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United States
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Financial Services
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700 & Above Employee
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Account Analyst
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Sep 2010 - Jul 2011
State Street was my first role in the corporate world. I was responsible for managing the daily operations of investment funds and portfolios including: - Income/expense verification - Corporate action investigation - FX and MIS/Risk reporting - Trade execution - Relationship management My biggest achievement at State Street was definitely being appointed to personally managed the relationship of one client and fund manager covering several international and domestic portfolios. I was given the opportunity to own the process and made significant process improvement to the daily operations and recording fund activity. I learned a significant amount about the stock market, funds and securities, currency and bonds as well as derivatives which was eye opening.
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ANZ
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Australia
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Banking
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700 & Above Employee
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Service Consultant / Personal Banker
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2007 - 2008
I was 17 when I started my career at ANZ and quickly learned about banking practices and the important role that money management plays in the daily lives of Australians. I started at ANZ managing cash and banking transactions for customers and quickly progressed to business banking and was responsible for managing the entire cash holding for a regional bank - Whilst not a flagship branch, a huge undertaking at 17. As from a very young age I have always loved working with people so wanted to spend more time helping people and craved interaction. I quickly progressed to personal banker where I spent more time with customers helping them with organising accounts, credit cards, short term investments, general account maintenance and queries. Working for a bank was a big wake up call that at the time I didn't understand, but turned out to be a valuable lesson later on in my career as a financial adviser.
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Education
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2020 - 2021
Kaplan Professional
Associate Chartered Financial Practitioner (AchFP), Financial Planning, Risk and Corporate Governance -
2021 - 2022
TAFE NSW
Graduate Diploma Financial Planning, Business/Commercial Law, Financial Planning, Estate Planning, Taxation Law, Investment Management -
2018 - 2018
Kaplan Professional
Specialist Margin Lending, Financial planning -
2014 - 2015
International Institute of Technology
Diploma Financial Services, Financial Planning -
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Deakin University
Teir 2 RG146 Accreditation, Banking and Financial Support Services -
2007 - 2008
Nova Training
Cert IV Training and Assessment -
2004 - 2008
Westport High School
Community
