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David Cummings

Authorised Representative No. 1233074

 

David joined JLC Financial Planning in 2015, and has over 20 years experience as a financial planner and mortgage broker. He helps clients achieve their financial objectives and lifestyle goals.

 

David is a fully qualified Financial Planner and Mortgage Broker, has an Advanced Diploma in Financial Planning, a Diploma in Mortgage Broking Management, and currently working towards the Master of Financial Planning.

 

 

Advice I specialise in
  • Retirement planning

  • Financial planning

  • Banking solutions

  • Investment planning

  • Superannuation

  • Personal Insurance

 
General advice I provide
  • Small business advice

  • Estate planning

     

     

     

     

     

     

     

     

     

White boardroom
Business Meeting
Sailing
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