Nick Ta Email & Phone Number
Private Client Adviser @ UniSuper
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Nick Ta Location
- Melbourne, VIC, AU
Nick Ta Work
- 2018 -now Private Client Adviser @
- 2015 -2018 Senior Financial Planner @
- 2000 -2014 Senior Financial Planner @
- 1999 -2000 Senior Fund Administrator @
- 1999 -1999 Client Services Officer @
Nick Ta Education
- Deakin University
Diploma of Financial Planning (Financial Planning and Services)
2000-2012 - University of Melbourne
Bachelor of Commerce (BCom) (Banking and Finance)
1994-1998 - University of Melbourne
Bachelor of Science (BSc) (Pharmacology & Biochemistry)
1994-1998 - Yarra Valley Grammar School
VCE
1987-1993
Nick Ta Skills
- Investment Strategies
- Portfolio Management
- Strategic Financial Planning
- Superannuation
- Wealth Management
- Investments
- Wealth
- Retirement Planning
- Pensions
- Wealth Accumulation
- Investment Advisory
- Asset Allocation
- Financial Advisory
- Income Protection
- Wealth Management Services
- Financial Planning
- Financial Services
- Banking
- Relationship Management
- Insurance
- Retirement
- Project Management
- Leadership
- Project Planning
- Management
Nick Ta Summary
- Nick Ta, based in Melbourne, VIC, AU, is currently a Private Client Adviser at UniSuper. Nick Ta brings experience from previous roles at National Australia Bank, Commonwealth Bank, Macquarie Group and AXA. Nick Ta holds a 2000 - 2012 Diploma of Financial Planning in Financial Planning and Services @ Deakin University. With a robust skill set that includes Investment Strategies, Portfolio Management, Strategic Financial Planning, Superannuation, Wealth Management and more. Nick Ta has 1 emails on RocketReach.
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