Erica Cummins profile photo

Erica Cummins

Graham Wealth Pty Ltd

Gold
11 Yrs Experience
Swan Hill, VIC 3585

I have been in the financial planning industry for over 20 years, initially working at a financial planning business in Kerang. I started out as a trainee and paraplanner before becoming an adviser in 2013. I joined Graham Wealth in April 2017.

I chose financial planning as a career “…because I enjoy working with a variety of people to guide them in achieving their financial and personal goals. The financial planning profession provides endless opportunities for learning and development.”

Outside of work, I enjoy spending time with my family and through the winter months you’ll find me very active at the Murrabit Netball

Club, involved as a coach, player and umpire.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial consult (20-30 minutes) obligation free to determine if we can help you - we will provide an estimate of costs before proceeding with work.

At a glance

  • Adviser status Gold
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Graham Wealth Pty Ltd

260 Campbell St
Swan Hill, VIC 3585

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996