Nigel Tsa

Experience

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  ANZ

  Sept 2002 - Jan 2006

  Financial Planner Support Officer

  • Supporting a Relationship Financial Planner and a dedicated client base through reviews, plan implementation, ah hoc client transactions and administration• Proactively reviewing existing clients for new servicing opportunities• Ability to leverage off ANZ business units, knowledge of colleagues, assistance of staff & providing reciprocal support via daily interactions or when specifically requested• Supporting management, compliance and corporate structures within the firm and used these layers to ensure confidence in clients• Supporting a Practice of 16 planners, Practice Manager and Business Manager• FUM targeting and client prospecting, creating short/medium term business plans/goals Show less

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  ConickLaird Pty Ltd

  Jan 2006 - Jan 2010

  Investment Adviser

  • Providing service and direct equity/stockbroking advice to a diverse range of HNW clients from the sophisticated to retail investor • Ongoing portfolio management reviewing asset allocation, tax effective advice, corporate actions and investment opportunities within the market• Identifying, recommending solutions and managing risks for clients from personal protection to gearing/lending or credit provisions• Building new business and generating new clients through associations, accountants, personal high net worth contacts and review of existing client base Show less

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  Westpac

  Jan 2010 - Jan 2012

  Advanced Financial Planner

  • Commitment to Financial Planning and a customer centric approach • Ability to drive deep and enduring customer relationships• Exceptional communication skills • Proven Financial Planning skills in sales and business development in the Affluent markets• Strong commercial acumen and an ability to build long term relationships with referral partners and customers• Providing holistic financial planning advice to Affluent and SME clients within the Eastern Suburbs of Sydney• Supporting, training and mentoring of Banking Associates and Key Seller Partners• Proactively contacting existing clients and extending Wealth Management products• Cross selling of banking products and services from transaction accounts to business lending accounts• Successful record of building pipeline revenue to meet Threshold Revenue Target within 6 months of being in the field• Creating internal and external advocates of Financial Planning value Show less

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  Citi

  Jan 2012 - Jun 2012

  Wealth Specialist

  • Advising Premium Citigold HNW clients through various structures including SMSF, Company, Family Trusts and Individual or Joint Accounts. • Meet and exceed individual business targets relating to client’s core investment portfolio, superannuation, insurance and Fund-under-Advice • Meet and exceed team/regional business targets under the direction of National Wealth Manager • Be abreast of the latest regulations and opportunities regarding the area of advice • Working closely with Product Managers and other Specialists to achieve business goals and cross-sell target • Utilise working knowledge of investment products and financial planning as required to assist Relationship Managers to identify potential business referral opportunities or business written with clients • Participate in joint telephone calls and client appointments with relationship and provide feedback and coaching where appropriate • Conduct training to facilitate competence in telephone prospecting, policies and processes, product set and documentation as required Show less

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  MASU Financial Group

  Jun 2012 - Jun 2016

  Senior Financial Adviser & Authorised Representative

  • Working in a Senior capacity and taking a wholistic approach to investment strategy• Developing a profitable client base and referral network• Providing a range of financial advice to new and existing clients including HNW Individuals, Corporate Portfolios and Trusts• Detailed investment framework to first assess the client's individual needs, and then using the company's research and investment tools to formulating effective financial plans and strategies• Building a successful client book• Focused on developing strong referral networks to aid in new client acquisition Show less

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  TK Advisers & Associates

  Jun 2013 - now

  Director | Senior Adviser

  • Daily research on investment, equity, economic and market conditions with Advisers & Associates• Monitor IPOs, capital raisings and corporate actions to ensure Advisers add value to client portfolios when advising and administering stock allocations• Weekly and monthly monitoring of staff productivity• Strategic training of staff - Advisers, Senior Associates, Associates and Interns• Managing and setting monthly KPIs / targets for staff members• Joint client telephone calls and appointments with staff, then provide feedback and coaching where appropriate• Provide staff training in telephone prospecting to ensure outcomes and KPIs / targets are achieved Show less

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  LBS Accountants & Advisers

  Sept 2015 - now

  Director

  • Identifying natural needs of accounting and financial advice requirements • Driving organic growth and integrating the synergies of accounting and financial services • Working hand in hand with Partners and Accountants to ensure a holistic approach is delivered

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  Sumo Group of Companies

  Sept 2015 - Aug 2020

  SUMO Wealth | Senior Adviser

  SUMO Group of Companies was founded in 1992 as a financial advisory company to provide a cradle to grave wholistic strategy. Suren Pather chairs the entire group and motivates the key personnel in growing the brand internationally.SUMO have a number of diverse entities, providing strategies that fall within one of five pillars: Health, Wealth, Leisure, Life and Education. Today, the Group has bases on almost every continent with offices in China, India, Malaysia, Hong Kong, South Africa, Singapore, Dubai, Nairobi, Middle East and Europe.Nigel Tsa was a Partner and led the SUMO Wealth Portfolio Planning division for their Australian offices. Show less

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  Aura Private Wealth

  Jun 2016 - May 2019

  Director | Senior Adviser

  Aura Private Wealth (APW) is a boutique financial advisory & services firm based in Martin Place, Sydney, and formerly known as TK Advisers & Associates.In July 2016, the advisers and directors of TK Advisers & Associates merged with Aura Wealth, forming a wealth management subsidiary under Aura Group. APW is a financial advisory division of Aura Group, with a focus on HNW individuals and family groups.Aura Group is a global financial services business specialising in Corporate Advisory, Principal Investments, Funds & Wealth Management with offices in Sydney, Melbourne, Singapore and Thailand. Show less

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  The Institute of International Studies

  Jul 2020 - now

  Non Executive Director

  TIIS was established in 2015, providing an opportunity for students to develop career ready skills and competencies, while enhancing their life experiences as active contributing citizens. The academic and professional staff lay a foundation and share the journey with all their students.In developing its programs, TIIS has leveraged the substantial experience of its professional and academic staff to bring its Master of Professional Accounting and Graduate Certificate in Professional Accounting courses to fruition. In 2017, TIIS was formally accredited by the Australian Government’s Tertiary Education Quality and Standards Agency (TEQSA). In 2018 the TIIS MPA was accredited with CPA (Australia), Chartered Accountants Australia and New Zealand (CAANZ) and the Association of Chartered Certified Accountants (ACCA). Show less

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  TSAP Private Wealth

  Jul 2024 - now

  Senior Adviser