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KT

Keith Tse

Financial Adviser

ICare Wealth Management
Chatswood, NSW 2067

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About

Keith Tse is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping clients achieve their financial goals through personalized and comprehensive advice. With a strong educational foundation including a Commerce degree from UNSW (2005), and industry qualifications such as a Diploma of Financial Services (Kaplan, 2008), Margin Lending and Geared Investments (Kaplan, 2010), Financial Planning (Kaplan, 2012) and the Certified Financial Planner designation from the FPA (now FAAA) since 2017, Keith possesses the knowledge and experience to guide you through various financial complexities. As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. Keith is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and investments. Whether you're planning for retirement, seeking to grow your wealth, or require protection through insurance, Keith can provide tailored solutions to meet your individual needs. • Superannuation Advice • Wealth Management Strategies • Retirement Planning • Insurance Solutions Ready to take control of your financial future? Contact Keith today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Risk management Investment strategies

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000551759

Verify on ASIC Register

Authorised Representative Number

000324386

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Keith Tse offer?

Keith Tse provides comprehensive financial advice covering areas such as superannuation, insurance, wealth management, and retirement planning. He can help you with investment strategies, risk management, and achieving your long-term financial goals.

What are Keith's qualifications and experience?

Keith holds a Commerce degree from UNSW, a Diploma of Financial Services, and is a Certified Financial Planner with the Financial Advice Association of Australia (FAAA). He has been providing financial advice since 2008 and has extensive experience in the industry.

What is the process of working with Keith Tse?

The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Keith will then develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments are made to ensure your plan remains aligned with your evolving circumstances.

How does Keith Tse stay up-to-date with changes in the financial industry?

Keith is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. He also stays informed about regulatory changes and market trends to ensure he provides the most current and relevant advice to his clients.

What can I expect from a financial planning session with Keith?

You can expect a collaborative and informative session where Keith will listen to your needs, answer your questions, and provide clear and practical advice. He aims to empower you to make informed financial decisions and achieve your desired outcomes.

Get in Touch

Contact Keith directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.