Cube Private Wealth
Nik Plesa established Cube Private Wealth in 2004 with the objective of providing high quality financial advice.
Nik Plesa BComm, GDipAppFin
Nik completed his Bachelor of Commerce (Major Accounting) in 1994 at the University of Newcastle. On completion of his degree Nik joined the National Australia Bank Graduate Program. At the National Australia Bank Nik specialised in Business Banking, providing small to medium sized businesses finance facilities to meet their total financing needs.
After 5 years in finance, Nik began working in National Australia Bank’s Financial Advice division in 1999 specialising in the provision of financial advice to both individuals and business owners. During this period Nik completed his Graduate Diploma in Applied Finance and Investment through the Securities Institute of Australia (Finsia).
In 2004 Nik established his own financial advice practice.
Nik’s role is to provide advice to clients on an ongoing basis to ensure that they meet their financial goals and objectives.
Nik is supported by a dedicated team of service professionals.
The financial planning industry is a regulated industry in Australia. The industry is regulated by the Australian Securities and Investment Commission (ASIC), The Australian Prudential and Regulatory Association (APRA), The Australian Taxation Office (ATO) and other industry bodies.
ASIC require that all Financial Advisers are licensed before being able to provide financial advice. Cube Private Wealth is an Authorised Representative of Apogee Financial Planning an Australian Financial Services Licensee.