Financial Adviser
· WARRAWONG, NSW
Nicholas James Pleski
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007876
Nicholas James Pleski is a financial adviser based in Warrawong, New South Wales, with 11 years of experience in the financial services industry. Nicholas is currently authorised under Lfc Group Pty Limited. Nicholas 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 Commerce (Financial Planning) from The University of Wollongong. Nicholas 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Financial Planning)
The University of Wollongong
2021
Margin Lending Specialist
Kaplan Professional
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
IMB FINANCIAL PLANNING LIMITED
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on SMSF and margin lending.
Source: ASIC Financial Advisers Register