Regan van Berlo

Head of Distribution
New South Wales

Regan is responsible for leading our engagement with research teams, asset consultants, platform providers and financial advisers to ensure Milford is a fund manager of choice.

Joining Milford in 2018, Regan brings over a decade of experience in the Australian finance industry with extensive exposure to the funds management, investment research, data, software and advice segments.

Prior to joining Milford, Regan spent six years with Morningstar Australia. In his previous role as Head of Adviser Distribution, Investment Management, Regan was responsible for servicing a national footprint of financial advisers, dealer groups, research teams and platforms in addition to leading a team of business development professionals.

Regan holds a Masters in Applied Finance in Wealth Management and Corporate Finance and a Bachelor of Commerce and Arts from the University of Auckland.

Related Articles

What’s your level of financial wellbeing?

Regan van Berlo,12 May 2022

In this blog I present research on the factors influencing our feeling of financial wellbeing and what we can do about it. This research forms part of Milford’s recently published whitepaper for Financial Advisers titled ‘Financial Advice Reimagined’, in which explore how implementing better financial behaviours can lead to improved lifelong money relationships.

Read More

Milford Adviser Webinar – Finding Opportunities Amongst the Volatility

Regan van Berlo,22 March 2022

Watch William Curtayne, Co-Portfolio Manager of the Milford Australian Absolute Growth Fund discuss the market outlook and how we’re managing

Read More

Milford Adviser Livestream – September 2021

Regan van Berlo,30 September 2021

Watch Portfolio Managers William Curtayne and Michael Higgins update investors on markets and how our funds are performing. They also

Read More

End of content

No more pages to load

Milford's Insights

Subscribe to weekly insights from our investment experts