Financial Adviser
· BRIAR HILL, VIC
David Robert Cummings
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233074
David Robert Cummings is a financial adviser based in Briar Hill, Victoria, with 11 years of experience in the financial services industry. David is currently authorised under Alliance Wealth Pty Ltd. David 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Diploma of Finance and Mortgage Broking Management
National Finance Institute
2018
Accredited Listed Products Adviser Program
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Securities; Standard Margin Lending.
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register