Nigel Tsa Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

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.

Sydney, Australia

• 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

Sydney, Australia

• 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

Sydney, Australia

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.

Sydney, Australia

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.

Sydney, Australia

• 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

Sydney, Australia

• 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

Sydney Eastern Suburbs

• 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

Sydney, Australia

• 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

Western Sydney And Wollongong Region

• 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

Bachelor Of Economics (Finance & Financial Economics)

Master Of Applied Finance (Corporate Finance/Advisory & Wealth Management)

Advanced Diploma Of Finanical Services (Financial Planning)

Diploma Of Financial Services (Financial Planning)

Higher School Certificate