David Robert Cummings
Financial Adviser in Briar Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233074
- Location
- Briar Hill VIC 3088
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 13 December 2021
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Diploma of Finance and Mortgage Broking Management, National Finance Institute (2012); Accredited Listed Products Adviser Program, Kaplan Professional (2018)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About David Robert Cummings
David Robert Cummings is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Briar Hill, Victoria (adviser number 001233074).
David provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 13 December 2021.
The register records 2015 as the year David first provided financial advice. The qualifications listed for David include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Diploma of Finance and Mortgage Broking Management (National Finance Institute, 2012).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Robert Cummings a registered financial adviser?
Yes. David Robert Cummings is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233074.
Which licensee does David Robert Cummings work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can David Robert Cummings give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; derivatives.