Financial Adviser
· SYDNEY, NSW
Matthew Cummins
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004225
Matthew Cummins is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Matthew is currently authorised under Alliance Wealth Pty Ltd. Matthew 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 Business and Commerce from University of Western Sydney. Matthew is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business and Commerce
University of Western Sydney
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2010
Self Managed Superannuation Funds Course
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2024
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register