Financial Adviser
· MELBOURNE, VIC
James Rochford Cummings
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304794
James Rochford Cummings is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry. James is currently authorised under Cameron Harrison Private Pty Ltd. James holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce
Deakin University
2021
Economic and Legal Context for Financial Planning
Kaplan Professional
2021
Tax and Commercial Law for Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Master of Financial Planning
Kaplan Higher Education