For the past 5 years, Will has fulfilled the role of Financial Planner for a high quality, boutique financial services firm and more recently with one of the largest financial services institutions in Australia.
Will is also a qualified lawyer having worked as a Solicitor for large and medium sized law firms mainly in commercial litigation and insolvency earlier in his career. Deciding to join a highly successful family business in the hospitality industry, he completed an MBA at the Macquarie Graduate School of Business and was later approached by a national executive search and recruitment firm to lead their Financial Services Division. With over 8 years experience of successfully searching and recruiting outstanding talent for a number of large financial institutions, investment banks, wealth managers and venture capital firms, Will decided to pursue a career in the wealth management industry as a financial planner.
In addition to the MBA, Will holds a Master of Laws Degree from the University of New South Wales and is currently completing the Chartered Financial Planning (CFP) Program through the Financial Planning Association.
Financial Planning experience has included advising clients on wealth creation and protection strategies, estate planning, SMSF and retirement strategies. Will is specialising in the growing SMSF sector and advising clients of the Lomax Financial Group with specific, well thought out solutions for their current and future financial needs.
Email : will.cummins@lomaxfinancial.com.au
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Suite1, Level 2,
1 Spring St,
Chatswood NSW 2067
PO Box 561,
Chatswood NSW 2057