Financial Adviser · WARRAWONG, NSW

Nicholas James Pleski

WARRAWONG, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001007876

Currently at

Lfc Advice

Warrawong, NSW (firm address)

View firm profile

Nicholas James Pleski is a financial adviser based in Warrawong, New South Wales, with 11 years of experience in the financial services industry since 2015. Nicholas is currently authorised under Lfc Group, operating through Lfc Advice. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's 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

Lfc Group Pty Limited

Jul 2021 - Present Current

Bridges Financial Services Pty Limited

May 2020 - Jun 2021 Ceased

IMB FINANCIAL PLANNING LIMITED

Oct 2018 - May 2020 Ceased

Commonwealth Financial Planning Limited

Jul 2017 - Jun 2018 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Financial Wisdom Limited

May 2016 - Jul 2017 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Count Financial Limited

Apr 2015 - May 2016 Ceased

Not authorised to provide personal advice on SMSF and margin lending.

Source: ASIC Financial Advisers Register