top of page

I'm a paragraph. Click here to add your own text and edit me. It's easy.

David Cummings

Authorised Representative No. 1233074

 

David joined JLC Financial Planning in 2015, and has over 25 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

Any advice on this website is general in nature and does not take into account your personal circumstances, objectives and needs. Therefore, before making a decision, you should consider the appropriateness of the advice with regard to those matters. Please see our Financial Services Guide for more information.

 

DRC Financial Services Pty Ltd ACN 613609233, trading as JLC Financial Planning is a Corporate Authorised Rrepresentative of Insight Investment Partners Pty Ltd | AFSL 368175

Coroprate Authorised Representative No. 1247259

 

                  

Financial Services Guide
bottom of page