Patrick Regan
Executive Director,
Financial Adviser
Direct:
(02) 9775 2902(02) 9775 2902
My Mission Statement
Recognised on Barron’s list of Australia’s Top 150 Financial Advisers for 2025.
Dedicated to sharing my years of expertise in financial markets industry with you
Dedicated to sharing my years of expertise in financial markets industry with you
My Story and Services
I grew up in humble circumstances in country New South Wales and knew from an early age I wanted to work in finance, and understand how financial markets work.
My career has taken me from working on the Sydney Futures Exchange, to becoming a proprietary trader for Bankers Trust and Macquarie Bank in New York. The best investment I ever made was in my own education. I have studied at great universities and consider myself a lifelong student.
At Harvard, my capstone project was a paper detailing the attributes of the kind of people that succeed in financial markets. All of my findings remain true today. I find it helps to be a good listener, to think independently, and be open minded around new ideas.
Every day is an adventure in the world of financial markets and I can’t think of any other job I’d rather have.
I chose Morgan Stanley because of their global resources and high ethical standards. It’s a great firm to be part of and I’m proud to work here.
My aim is to bring this to the table when we meet. I am here to help and am fortunate to be surrounded by a team of like-minded people.
Please contact me if you think I can help you.
My career has taken me from working on the Sydney Futures Exchange, to becoming a proprietary trader for Bankers Trust and Macquarie Bank in New York. The best investment I ever made was in my own education. I have studied at great universities and consider myself a lifelong student.
At Harvard, my capstone project was a paper detailing the attributes of the kind of people that succeed in financial markets. All of my findings remain true today. I find it helps to be a good listener, to think independently, and be open minded around new ideas.
Every day is an adventure in the world of financial markets and I can’t think of any other job I’d rather have.
I chose Morgan Stanley because of their global resources and high ethical standards. It’s a great firm to be part of and I’m proud to work here.
My aim is to bring this to the table when we meet. I am here to help and am fortunate to be surrounded by a team of like-minded people.
Please contact me if you think I can help you.
Services Include
- Advice for Not-for-Profit Organisations
- Portfolio Construction
- Strategic Asset Allocation
- Risk Management
- Socially and Environmentally Responsible Investing
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
I spend a lot of time getting to know you and how I can best help. Everyone has different goals. Everyone should have their own unique portfolio.
Every day new stocks are listed, and new funds launched. I strive to keep updated on what’s happening in our world and bring the best of that to you.
Our team has a focus on helping non-for-profit organisations make their investment portfolios work hard for them. Along with this, we provide expertise around ethical investing, drafting investment policies, and attending board meetings. Our clients include some of the most highly respected institutions in Australia, and often their board members too.
Every day new stocks are listed, and new funds launched. I strive to keep updated on what’s happening in our world and bring the best of that to you.
Our team has a focus on helping non-for-profit organisations make their investment portfolios work hard for them. Along with this, we provide expertise around ethical investing, drafting investment policies, and attending board meetings. Our clients include some of the most highly respected institutions in Australia, and often their board members too.
I am a lifelong learner.
I have completed three degrees, on three different continents.
• Bachelor of Commerce in Economics and Finance from University of New South Wales;
• Masters in Business Administration from Trinity College Dublin; and a
• Master of Education from Harvard University, Boston.
Short residential courses I have completed include Behavioural Investing at Harvard Kennedy School, and Sustainable Finance at Oxford University.
I have completed three degrees, on three different continents.
• Bachelor of Commerce in Economics and Finance from University of New South Wales;
• Masters in Business Administration from Trinity College Dublin; and a
• Master of Education from Harvard University, Boston.
Short residential courses I have completed include Behavioural Investing at Harvard Kennedy School, and Sustainable Finance at Oxford University.
I am actively involved in supporting philanthropy and community initiatives with:
• Harvard Club of Australia (ex President)
• Foundation for National Parks and Wildlife (Governor)
• Public Education Foundation (ex Director)
• Morgan Stanley Philanthropy Committee (Chair)
• Sydney Legacy
I enjoy surfing, skiing and travelling.
• Harvard Club of Australia (ex President)
• Foundation for National Parks and Wildlife (Governor)
• Public Education Foundation (ex Director)
• Morgan Stanley Philanthropy Committee (Chair)
• Sydney Legacy
I enjoy surfing, skiing and travelling.
Client Service Team
Sid Malhotra - Client Service Manager
Phone:
(02) 9775 2108(02) 9775 2108
Email:sid.malhotra@morganstanley.com
Aisling Keegan - Client Service Manager
Phone:
(02) 9775 2492(02) 9775 2492
Email:Aisling.Keegan@morganstanley.com
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2902(02) 9775 2902
Wealth Management
Global Investment Office
Portfolio Insights
General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Ready to start a conversation? Contact Patrick Regan today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.