Cunningham Financial Services
Specialising in Providing Financial Advice for Older Australians
Superannuation & Retirement Planning | Aged Care & Centrelink Advice
Personal Insurances | Investment | Direct Shares
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
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.
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.
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.
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.
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.
Financial Planning Association of Australia (FPA)
Greg Cunningham is a Certified Financial Planner member of the Financial Planning Association of Australia.
Tax Practitioners Board (TPB) Registered tax (financial) adviser
Greg is a registered tax (financial) adviser through the Tax Practitioners Board.
Registration number 24812648
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