Dominic O’Regan

Founder and CEO

Brief info

Dominic O'Regan - FIN SA, GradDipFinPlan, AFP
Authorised Representative No. 1270974

Memberships & Qualifications:

- 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.

As a Practitioner Member of the Financial Advice Association of Australia and Senior Associate of the Financial Services Institute of Australia, Dom combines extensive formal qualifications with over two decades of practical experience running successful businesses.

Dom’s down-to-earth attitude and diverse financial knowledge make him a highly effective financial adviser. Dom grew up in a rural area before moving to the city. Having worked as both an employee and a business owner, he has seen his own priorities and goals change when he married and started his family.

With a deep understanding of the different challenges faced by clients from all walks of life, Dom has become an expert at creating resilient plans that adapt and continue to perform through different life stages.

Dom is an expert at protecting and growing clients’ wealth, as well as ensuring clients and their families will be looked after if something unexpected happens.

With a busy schedule, Dom loves to spend weekends with his family, although most of that is driving his two talented children to different sporting games across the city. When he’s not immersed in work or cheering for his kids, you can find him enjoying the beach, tending to his garden or testing out his culinary skills in the kitchen.