TIMOTHY CUMMINS
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2012 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS)
2013 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2014 - Estate Planning Course (DFP6) - Other - Kaplan Professional
2014 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2016 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2016 - Tax for Financial Advising Course (DFP5) - Other - Kaplan Professional
2017 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2017 - Tier 1 Derivatives - Personal Advice Program - Other - Kaplan Professional
2017 - Tier 1 Margin Lending - Personal Advice Program - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
SMSF Specialist Advisor (SSA) of SMSF Association
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.