Data sourced from ASIC Financial Advisers Register
Financial Adviser · CREMORNE, NSW

Timothy Cummins

11 Years experience
Tax advice
authorised
Currently at
Alliance Wealth Pty Ltd
Bundall, QLD
View firm profile
ASIC Registered · ADV 001005900

Timothy Cummins is a financial adviser based in Cremorne, New South Wales, with 11 years of experience in the financial services industry. Timothy is currently authorised under Alliance Wealth Pty Ltd. Timothy 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 Certified Financial Planner (CFP) Education Program from FPA Australia. Timothy is a member of Certified Financial Planner (CFP) of FAAA and SMSF Specialist Advisor (SSA) of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Business
University of Technology Sydney (UTS)
2013
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2014
Estate Planning Course (DFP6)
Kaplan Professional
2014
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2016
Self Managed Superannuation Funds Course
Kaplan Professional
2016
Tax for Financial Advising Course (DFP5)
Kaplan Professional
2017
Certified Financial Planner (CFP) Education Program
FPA Australia
2017
Tier 1 Derivatives
Other - Kaplan Professional
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd
Feb 2024 - Present Current
Madison Financial Group Pty Ltd
Sep 2019 - Feb 2024 Ceased
Westpac Banking Corporation
Sep 2016 - Jun 2019 Ceased
Westpac Banking Corporation
Jan 2015 - Mar 2016 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register