Financial Adviser
· ALBURY, NSW
Adam Steven Niksic
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301584
Adam Steven Niksic is a financial adviser based in Albury, New South Wales, with 3 years of experience in the financial services industry. Adam is currently authorised under Rsm Financial Services Australia Pty Ltd. Adam 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 Bachelor of Business (Financial Planning) from RMIT.
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
2021
Bachelor of Business (Financial Planning)
RMIT
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Margin Lending
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register