Financial Adviser
· NORTH SYDNEY, NSW
Nik Plesa
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000272639
About Nik Plesa
Nik Plesa is a financial adviser based in North Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Nik is currently authorised under Dimension Advice, operating through Cube Private Wealth. Nik holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nik's qualifications include a Bachelor Degree from - Newcastle University. Nik is a member of Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor Degree
- Newcastle University
1999
Graduate Diploma
- Finsia formerly Securities Institute