William John Cummins – Financial Adviser

Adviser identifying number: 305144
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: SUPER ADVICE SERVICES PTY LTD
Licence number: 283049
Licensee’s ABN: 99111384519
Licence controlled by: SUPER ADVICE CORPORATE SERVICES PTY LTD

The date the Financial Adviser commenced the appointment: 02/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERSONAL ADVICE SERVICES PTY LTD
Authorised Representative identifying number: 469508
Authorised Representative’s ABN: 34602762612

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan
  • Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
  • Margin Lending Facilities – GWM Adviser Services Ltd T/A Advice Education
  • Master of Business Administration (MBA) – Macquarie Graduate School of Management
  • Master of Laws Degree – University of New South Wales

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

William John Cummins is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / IDPS Only
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility