Financial Adviser · CHATSWOOD, NSW

Keith Ho Yin Tse

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000324386

Keith Ho Yin Tse is a financial adviser based in Chatswood, New South Wales, with 23 years of experience in the financial services industry. Keith is currently authorised under Icare Financial Pty Ltd. Keith holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA (FAAA). Keith is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Commerce
UNSW
2008
Diploma of Financial Services
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2012
Financial Planning
Kaplan
2017
Certified Financial Planner
FPA (FAAA)

Registration History

Nov 2023 - Present Current
NEXTGEN FINANCIAL GROUP PTY LTD
Sep 2013 - Nov 2023 Ceased
Excluding Self Managed Superannuation Funds
INSIGNIA PLATFORMS PTY LTD
May 2007 - Nov 2013 Ceased

Source: ASIC Financial Advisers Register