Financial Adviser
· SWAN HILL, VIC
Erica Joan Cummins
No disciplinary history on record with ASIC
SWAN HILL,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000437117
About Erica Joan Cummins
Erica Joan Cummins is a financial adviser based in Swan Hill, Victoria, with 13 years of experience in the financial services industry since 2013. Erica is currently authorised under Insight Investment Services. Erica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Erica's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology. Erica is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2012
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
APOGEE FINANCIAL PLANNING PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register