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Cunningham Financial Services

Specialising in Providing Financial Advice for Older Australians

Superannuation & Retirement Planning   |   Aged Care & Centrelink Advice
Personal Insurances   |   Investment   |   Direct Shares

 
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About Cunningham Financial Services

Cunningham Financial Services  is owned and operated by Greg Cunningham.

Cunningham FS has operated in the Parramatta area since 2003 and provides holistic financial advice with a specialist interest in advice for older Australians.

Operating through its own Australian Financial Services License (AFSL No 227357), Cunningham FS works in our clients best interests and has no ownership or financial relationship with any other financial services organisation or product provider.

423a Church Street

North Parramatta NSW 2151

 

Greg Cunningham CFP®

BEc, Dip FP, MMgt, MEd, FFin, JP(NSW)

Certified Financial Planner

Director

Greg is an Authorised Representative of Cunningham Financial Services (AR 230144) and a registered tax (financial) adviser with the Tax Practitioners Board (24812648).


Greg has over 25 years’ experience in the Financial Services industry and has been providing personal financial advice since 1996.

Greg is a member of Uniting Care's Aged Care Council  and lectures in financial planning at Western Sydney University.

You can contact Greg on 0419 630 695.

Greg

Simone Smith

Customer Services Manager

Simone has worked with Cunningham Financial Services for 5 years.

Simone manages the office, providing administration and client support.

Simone is professional and friendly, working with Cunningham FS clients to ensure their plans are put into place and attending to any issues that arise.

You can contact Simone on 9890 1288.

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Our Services

Cheerful Seniors

Superannuation & Retirement Planning

Cunningham FS provides comprehensive superannuation and retirement planning advice.  We can assess your current superannuation arrangements including contribution levels, investment mix and potential benefits.  Our advice covers accumulation and pension planning including the use SMSFs, industry and personal superannuation structures.

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Personal Financial Advice

We provide personalised financial  advice to meet your goals and objectives and  that importantly is in your best interests.   Cunningham FS provides a holistic financial advice service including budgeting, debt management, cash management, investments, superannuation, direct share investing, portfolio management and personal insurance planning.

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Aged Care & Centrelink Advice

We can assist you with the financial complexity of entering residential aged care or accessing home care service packages.     Greg specialises in dealing with Centrelink for aged care and general pension planning issues.
Greg acts as a Centrelink Nominee for many clients dealing with all Centrelink issues on their behalf.

 

Important Information

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Financial Planning Association of Australia (FPA)

Greg Cunningham is a Certified Financial Planner member of the Financial Planning Association of Australia.

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Tax Practitioners Board (TPB) Registered tax (financial) adviser

Greg is a registered tax (financial) adviser through the Tax Practitioners Board.
Registration number 24812648

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Financial Services Guide (FSG) and Australian Financial Services License (AFSL)

A Financial Services Guide (FSG) is designed to provide you with a clear understanding of what you can expect as a client of Cunningham Financial Services.

Greg's current FSG is available from the link below.

Cunningham Financial Services holds its own Australian Financial Services License Number 227357

 

Contact Us

Cunningham Financial Services

ABN  68 103 688 160

AFSL No 227357

423A Church St

North Parramatta NSW 2151

PO Box 2546

North Parramatta NSW 1750

Phone: (02) 9890 1288