DAVID ROBERT CUMMINGS

Financial Adviser · Briar Hill, VIC

Registered

Registration Number

001233074

Registration Status

Registered

Location

Briar Hill, VIC 3088

Providing Advice Since

2015

Registration Date

01/07/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - National Finance Institute
2018 - Accredited Listed Products Adviser Program - Other - Kaplan Professional

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.