Hean-Sing Koay
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Hean-Sing Koay is an ASIC-registered financial adviser dedicated to helping clients in Applecross and across Western Australia achieve their financial goals. With a solid foundation built on a Bachelor of Commerce (Finance & Marketing) from Curtin University (2000) and a Graduate Diploma of Financial Planning from the Securities Institute (2003), Hean-Sing brings over two decades of experience to his practice. He is also a Certified Financial Planner with the Financial Planning Association (2011) and a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Hean-Sing is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. His expertise encompasses superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to grow your retirement nest egg • Comprehensive insurance solutions to protect what matters most • Strategic wealth management to build long-term financial security • Personalized retirement planning for a comfortable future • Investment advice to help you achieve your financial goals Ready to take control of your financial future? Contact Hean-Sing today for a consultation and discover how personalized financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Hean-Sing Koay offer?
Hean-Sing Koay provides advice on a wide range of financial areas, including superannuation, insurance, wealth management, and retirement planning. He can also advise on specific products like Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications and experience does Hean-Sing Koay have?
Hean-Sing holds a Bachelor of Commerce (Finance & Marketing) from Curtin University, a Graduate Diploma of Financial Planning from the Securities Institute, and is a Certified Financial Planner with the Financial Planning Association. He has been working in the financial services industry for over 20 years.
What is the process for becoming a client of Hean-Sing Koay?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Hean-Sing will develop a personalized financial plan tailored to your specific needs. This plan is then implemented and regularly reviewed to ensure it remains aligned with your objectives.
How can wealth management advice help me?
Wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. It's a tailored approach designed to help you achieve your long-term financial goals.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. The advisor will ask questions to gain a comprehensive understanding of your needs and explain how they can help you achieve your objectives. It's a chance for you to get to know the advisor and determine if they are a good fit for you.
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.