Ricky Regmi

Ricky has been in the Financial Planning industry since 2007 after completing his accounting degree at the Macquarie University. He started his career in the banking industry at the Commonwealth Bank. Prior to becoming an advisor he worked across various back office roles within Financial Planning industry in order to get a detailed knowledge of various aspects and range of strategies that a Financial Advisor can recommend to their clients.

Ricky is also an active Army Reservist, and has been for over 15 years, as a highlight of his Army career, he took an opportunity to deployed to the Middle East Area of Operation in 2019 as a finance specialist.

Ricky has dedicate his career to financial advice. He loves being able to get to know his clients and their circumstances in-depth and then applying his technical knowledge and extensive experience in the industry to improve the client’s situation. With a financial plan personally tailored to his client’s circumstances he has helped his clients live better, more financially secure and enriched lives.

Area of specialisation include:

1. Superannuation

2. Personal Insurance

3. Retirement Planning

4. Centrelink and Tax effective strategies

5. Aged Care