Nigel Tsa

Nigel Tsa Email and Phone Number

Director | Senior Adviser at TKAA & TSAP Private Wealth @ TSAP Private Wealth
Nigel Tsa's Location
Sydney, New South Wales, Australia, Australia
About Nigel Tsa

Nigel has been serving clients within Banking and Wealth Management since 2002. Today, Nigel serves his clients, team members and students as a Director of TK Advisers & Associates, LBS Accountants and Board Member of TIIS. Primarily, as a Senior Adviser at TKAA, the team leverage and work in unison with LBS Accountants, AURA Group and Private Lenders; creating better outcomes and enhanced solutions for clients. Nigel specialises in providing investment and financial planning advice for various clients, including executives, healthcare professionals, pre/retirees, business owners and corporates. Prior to current posts, Nigel held Advisory positions at ANZ Banking Group, Westpac Banking Corporation, Citibank, Masu Group, SUMO Group, a boutique Investment Bank and Private Client stockbroking firm.At TKAA, we aim to provide holistic financial advice in all areas. Our main goal is to assist our clients build wealth whilst ensuring their wealth is protected. We achieve this primarily by managing our clients' superannuation, investment portfolios, providing protection strategies and implementing tax minimisation plans. - TKAA clients receive tax strategies and sound structuring advice using Companies, Trusts and SMSFs supported by LBS Accountants. - We create tax effective and cost saving debt strategies for our clients, supported by Private Lenders accessing loans for investments assets and properties, inside and outside superannuation. - Our wholesale investors gain Investment Banking expertise, corporate advisory services, private equity and alternative investments supported by AURA Group.On a day-to-day basis our team assess stockbroking & Morningstar research, meet with fund managers and review market conditions. We then take into consideration each client's risk tolerance and goals to ensure all clients receive the highest quality investment choices.In 2021 TKAA partnered with Activus to deliver MDA services. TKAA clients can invest into our unique internally researched and back tested 'TK Activus Core Series'. Monthly Investment Committee meetings are held to ensure sound investment selection and portfolio changes are implemented. Nigel is a current Financial Planner AFP® member of the FPA and registered Tax (Financial) Adviser. He holds a Master of Applied Finance, majoring in Corporate Finance and Advisory as well as a Bachelor of Economics, majoring in Finance and Financial Economics from the University of New South Wales. Nigel completed both a Diploma and Advanced Diploma of Financial Services (Financial Planning).

Nigel Tsa's Current Company Details
TSAP Private Wealth

Tsap Private Wealth

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Director | Senior Adviser at TKAA & TSAP Private Wealth
Nigel Tsa Work Experience Details
  • Tsap Private Wealth
    Senior Adviser
    Tsap Private Wealth Jul 2024 - Present
    Sydney, New South Wales, Australia
  • The Institute Of International Studies
    Non Executive Director
    The Institute Of International Studies Jul 2020 - Present
    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 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).
  • Tk Advisers & Associates
    Director | Senior Adviser
    Tk Advisers & Associates Jun 2013 - Present
    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• Provide staff training in telephone prospecting to ensure outcomes and KPIs / targets are achieved
  • Lbs Accountants & Advisers
    Director
    Lbs Accountants & Advisers Sep 2015 - Present
    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
  • Sumo Group Of Companies
    Sumo Wealth | Senior Adviser
    Sumo Group Of Companies Sep 2015 - Aug 2020
    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, 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.
  • Aura Private Wealth
    Director | Senior Adviser
    Aura Private Wealth Jun 2016 - May 2019
    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, 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.
  • Masu Financial Group
    Senior Financial Adviser & Authorised Representative
    Masu Financial Group Jun 2012 - Jun 2016
    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
  • Citi
    Wealth Specialist
    Citi Jan 2012 - Jun 2012
    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 • 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
  • Westpac
    Advanced Financial Planner
    Westpac Jan 2010 - Jan 2012
    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• 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
  • Conicklaird Pty Ltd
    Investment Adviser
    Conicklaird Pty Ltd Jan 2006 - Jan 2010
    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
  • Anz
    Financial Planner Support Officer
    Anz Sep 2002 - Jan 2006
    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

Nigel Tsa Education Details

Frequently Asked Questions about Nigel Tsa

What company does Nigel Tsa work for?

Nigel Tsa works for Tsap Private Wealth

What is Nigel Tsa's role at the current company?

Nigel Tsa's current role is Director | Senior Adviser at TKAA & TSAP Private Wealth.

What schools did Nigel Tsa attend?

Nigel Tsa attended Unsw Australia, Kaplan Professional, Kaplan Professional, Kaplan Professional, Newington College.

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