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