By making financial planning simple and easy to get your head around, we help you plan for tomorrow, today. Our team of specialists will walk you through the often-confusing landscape of planning your financial future, and cut out all the industry jargon to make it clear and simple to understand.
Clear Sky values
Our approach
Navigating Your Financial Journey: Straightforward advice around superannuation, insurance and investments to ensure sustainable wealth creation.
Our mission
Fuelling Financial Freedom: We help our clients achieve financial freedom by offering a personalised financial planning approach that embraces their values and goals.
Our vision
Empowering Futures, Together: To guide clients and their families along the journey of financial growth, managing life cycles and market changes to create lasting rewards.
Dominic O’Regan
Founder and CEO| FIN SA, GradDipFinPlan, AFP | ARN: 1270974
- Practitioner Member of the Financial Advice Association of Australia
- Advanced Diploma of Financial Planning
- Graduate Diploma of Financial Planning
- Financial Adviser Standards and Ethics Authority (FASEA) Exam, 2021
- Senior Associate of Financial Services Institute of Australia
- Member of the Tax Practitioners Board
- Adviser Member of Association of Independently Owned Financial Professionals (AIOFP)
Dom is a highly qualified Financial Adviser who specialises in implementing simple strategies that deliver real results for his clients. Dom takes the time to understand what’s important to you, he then creates a step-by-step plan to help you achieve those goals.
Alexandra Jeffery
Senior Financial Adviser | ARN: 1268207
- Diploma of Financial Planning (RG146)
- Advanced Diploma of Financial Planning
- Bachelor of Laws
Alexandra is a dedicated and accomplished Financial Adviser who combines extensive formal qualifications and real-world experience to create intelligent and effective strategies to improve client’s financial wellbeing. After completing her Law Degree from the University of Nottingham, Alexandra’s career transitioned from the legal realm to the dynamic world of financial planning after moving to Australia and working for a leading financial advisory firm.
Ashley Brown
Senior Financial Adviser | ARN: 1262859
- FASEA Qualified
- Diploma of Financial Planning (RG146)
- Advanced Diploma of Financial Planning
With more than a decade of hands-on industry experience, Ashley is a seasoned finance professional deeply committed to empowering everyday Australians on their journey towards a secure financial future. His expertise lies in tailoring comprehensive solutions that seamlessly integrate active and passive strategies, strategically optimising retirement planning, debt management, life insurance, investments, superannuation, and estate planning.
Damian Rajah
- Diploma of Financial Planning (RG146)
Driven to make a positive difference, Damian excelled in property management and business development, before finding his niche in finance. Having held various positions in leadership across a number of real estate groups, Damian’s natural flair for identifying profitable investment opportunities, led him to develop an alternate career pathway within Wealth Management. He realised that he enjoyed using his skills to guide people, which motivated his career change to a more direct, one-on-one advisory role.
Jay Fleming
Senior Financial Adviser | ARN: 443265
- Diploma of Financial Planning (RG146)
- Bachelor of Commerce Financial Planning
- Diploma of Accounting
Jay is a personable, motivated, and professional financial adviser with 15 years of comprehensive financial services experience. He is recognised for his adeptness in providing tailored financial guidance and strategies, to meet individual client needs. Jay brings a wealth of expertise in financial planning and risk management to the Clear Sky Financial fold.
Sean Taylor
Senior Financial Adviser | ARN: 1291612
- FASEA Qualified
- Graduate Diploma of Financial Planning
- Bachelor of Psychology
A goal-oriented and purpose driven personality, Sean’s ultimate goal is to achieve positive Prior to entering into the field of Financial Planning, Sean travelled the world and held various job titles. Through his Adventure Guide work, Tutoring, National Account Manager role in recruitment, and Paraplanning positions specifically, Sean laid down solid foundations in a number of soft skills including communication, problem-solving, interpersonal skills, teamwork and leadership.
Josh Little
- Diploma of Financial Planning (RG146)
- Advanced Diploma of Financial Planning
As Josh embarked on his career in financial services, he quickly realised the positive impact a Financial Adviser could have on shaping the present and future quality of a client’s life. The ability to deliver financial peace-of-mind and assist clients in achieving their goals, became a driving force in his professional development.
Ben Stagg
Associate Financial Adviser Supervisor Damian Rajah | ARN: 1262846
- Graduate Diploma of Financial Planning
- Agile Project Management
Ben is an aspiring Financial Adviser currently undergoing his Professional Year at Clear Sky Financial. With a Graduate Diploma of Financial Planning and Agile Project Management certification, Ben embodies the next generation of skilled financial planners committed to providing trusted and transparent advice.
Jy Lane
Associate Financial Adviser Supervisor Ashley Brown | ARN: 1262859
- Bachelor of Commerce (Finance & Financial Planning)
- Diploma of Finance & Mortgage Broking Management
Passionate about helping individuals achieve financial security through sound financial planning and wealth-building strategies, Jy joins Clear Sky Financial as an accomplished and enthusiastic Associate Financial Adviser. Jy’s journey began with a Bachelor of Commerce, focusing on Finance and Financial Planning, which ignited his passion for property and business.
Natalie Chaim
Team Leader
Natalie is a highly experienced professional in the Superannuation industry, having worked closely with leading Financial Advisory firms for the past 6 years. She has a remarkable ability to connect with clients to ensure the advice you receive from our Financial Planners is personalised to your specific goals, needs and desires.
Natalie’s caring attitude is complemented by her educational background, including a BA Honours degree in Education and advanced qualifications in Leadership and Management.
Ben Rigby
Senior Client Manager
With over 18 years of experience in the Financial Services industry, Ben has held senior positions in Funds Management and Investment Research. His extensive financial knowledge combined with a down-to-earth attitude makes him a highly effective advocate for his clients.
Ben genuinely cares about his clients’ well-being and is committed to going above and beyond to help them achieve their financial goals. He does so by connecting them with the right financial adviser who’s aligned with their needs and goals.
Kyle Sassen
Senior Client Manager
Kyle brings over 9 years of experience in the financial services sector, with a specialisation in Superannuation for the past 5 years. Beyond his formal RG146 qualifications in Financial Planning and various areas of investment, it is Kyle’s genuine interest in helping people that sets him apart as a trusted guide for clients seeking to maximise their retirement.
Kyle’s personal journey and humble upbringing, has fuelled his passion for assisting clients in achieving their own financial goals. He leverages his first-hand knowledge and experiences to provide valuable insights and guidance.
Brittany Rynja
Senior Client Manager
Brittany is a seasoned professional in the financial services industry, boasting a sterling 7-year track record and a diverse background spanning administration, finance, debt management and investment research. Her dedication to her craft and unwavering commitment to her clients have earned her multiple accolades including twice being named CSF Researcher of the Year.
One of Brittany’s standout qualities is her exceptional communication skills, which she harnesses not only to understand the unique needs and concerns of her clients but also to assist in resolving their financial challenges.
Jason Battrick
Senior Client Manager
Jason brings extensive qualifications and real-world experience to his role as a Senior Client Manager. With a double major degree in Finance and International Business from Notre Dame University in America, he has a deep understanding of the industry.
Having worked for prominent Venture Capital and Investment firms in New York, Jason’s expertise is unmatched. His passion for helping people and ability to simplify complex financial concepts have earned him the title of Superannuation Researcher of the Year in 2021 and 2022.
Paul Crimmins
Senior Client Manager
After a decade of working in Senior Management roles for some of Australia’s most iconic brands, Paul wanted to use his experience to help people on a more personal level.
At Clear Sky Financial, Paul has become an expert at helping everyday Australians get more out of their finances. His ability to connect with clients, understand what they want to achieve, and then use his skillset to get them the best possible outcome, has seen him win multiple accolades.
Simon Arndt
Senior Client Manager
With over 15 years of experience within the financial services industry, Simon is committed to improving the lives of his clients. His conscientious approach, attention to detail, and unwavering professionalism have been instrumental in delivering exceptional results throughout his career.
Simon has completed formal RG146 qualifications in Securities, Managed Investments, Derivatives, and Foreign Exchange, however, it’s his down-to-earth attitude that clients value the most.
David Le Roux
Client Manager
David is a seasoned professional with a diverse background and formal qualifications in Communications and Business Management. His experience across various industries, including tertiary education, media and retail, allows him to connect with clients from all walks of life.
Having been immersed in the finance domain for the past three years, David brings a wealth of expertise to the table.
Pheonix Hyde
Client Manager
Pheonix’s unique blend of business acumen and a deep-rooted connection to her community make her a valuable member of the Clear Sky Team. Originally from a small town in NSW, she has a natural ability to relate to clients on a personal level, effortlessly understanding their needs and concerns.
With a background in hospitality and business management, Pheonix’s strengths are her critical thinking, clear communication and unwavering attention to detail.
Darius Alligan
Client Manager
Darius brings a wealth of experience and expertise to his Client Manager role at Clear Sky Financial. With a background in Sports Science and Business, complemented by ongoing studies towards a Masters in Business Administration, Darius utilises his qualifications and professional skills to create excellent outcomes for his clients.
With over 25 years of industry experience, Darius is renowned for his analytical acumen, however it’s his strong interpersonal skills that clients appreciate the most.
Mark Willetts
Client Manager
Mark is a talented and self-motivated professional with over 15 years’ dedicated financial services experience across Business Management, Superannuation and Client Relations. Having travelled to over 24 countries, Mark brings a global perspective and understanding that helps him forge meaningful connections with clients.
Throughout his career, Mark has earned a number of prestigious accolades and top-tier performance awards for outstanding customer service and client management.
Stephen Zerafa
Client Manager
A motivated and innovative professional with over 25 years’ experience across hospitality, property and financial services, Stephen’s business acumen and strong background in Finance, make him a notable addition to the Clear Sky Client Manager Team.
As a dedicated family man himself, Stephen finds great pride and motivation in his work, always striving to go above and beyond for his clients.
Hak Heng
Client Manager
With over 8 years of experience in the finance and superannuation sector, Hak has quickly become a client favourite at Clear Sky Financial. Hak takes the time to get to know clients, and then uses his exceptional industry knowledge and formal qualifications, including a Diploma in Financial Planning, to help deliver the best possible outcome.
Customers appreciate Hak’s unwavering focus and results-driven approach, but most of all they comment on his friendly, down-to-earth attitude.
Eden Hartford
Senior Researcher
A seasoned professional within the financial services industry, Eden’s wealth of knowledge and a decade of experience under her belt, make her an exceptional addition to the Clear Sky Financial Team.
With her RG146 qualification in Financial Planning, Eden is equipped to provide valuable general advice in Superannuation, Wealth Management, Credit Repair and Securities. Her credentials across Finance and Mortgage Broking further extend her expertise.
Felix Barr
Senior Researcher
Felix is an experienced Senior Researcher at Clear Sky Financial, with a diverse professional background in finance, hospitality management and education. His dynamic skillset and passion for educating individuals allows him to provide Clear Sky clients with exceptional service.
Felix’s commitment to delivering unparalleled client service is reflected in his relentless pursuit of personal and professional growth.
Danielle Maw
Research Analyst
Danielle’s demonstrated skills and wealth of expertise in Human Resources and Operations, are instrumental in her delivery of exceptional value to Clear Sky Financial clients.
Joining the Team in the capacity of Research Analyst, Danielle’s core competencies in effective communication, complex problem-solving and attention to detail, coupled with her passion for enhancing customer experience, make her a natural and successful fit for this role.
Our customer care team
At Clear Sky Financial, our Customer Care Team is at the heart of our commitment to providing exceptional financial support. Comprised of dedicated professionals with extensive industry experience, our Team is ready to assist you in achieving your financial goals. Whether you have questions about investment strategies, need assistance with account management, or require personalised guidance on financial planning, our Customer Care Team is here to ensure that you receive the highest level of service and expertise. We take pride in building strong, lasting relationships with our clients. Our Team is always ready to go the extra mile to help you unlock a brighter financial future.
Caiti O’Connell
Zara Morrison
Lucas Machado
Jenna Du Plessis
Kyle Greenwood
Vienna Garner
Amy Dabek
Emily Newman-Pace
Monica Lommen
Lily Sykes
Savannah Castens
Eve Keighley
Kane Spehr
Katie Nelson
Jordyn Ohlsen
Hannah Murphy
Rhiannon Mason
Jayde Davis
Georgia Farquharson
Michelle Sims
Oskar Vladimir
Sophie Mahoney
Hannah Cameron
Katie Harris
Tiabella Whitney
It all starts here
Considering financial advice but unsure where to start? At Clear Sky Financial you'll receive an obligation-free statement of advice upfront, detailing strategies, costs and benefits before you make any commitments.
That’s right, you're in the driver's seat. You only pay if you choose to proceed. No worries and no cost if you decide otherwise. We believe in getting you on the fast track to financial success, and it doesn't get any easier or more accessible than that.