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Erica Cummins

Senior Financial Adviser

CFPĀ® SSAĀ® BBus (FinPlan)

Erica has been working in the financial planning industry for over 25 years and progressed to become an adviser in 2013. Erica is a Certified Financial PlannerĀ® since 2018 and SMSF Specialist Adviser. Erica was awarded the Gwen Fletcher Memorial Award as the highest performing student in the capstone unit.

Erica chose financial planning as a career as she enjoys working with a variety of people to guide them in achieving their financial and personal goals. Erica’s holistic approach and strong technical skills are well suited for clients with comprehensive advice needs. From wealth protection, wealth accumulation, superannuation including Self-Managed Super Funds, and retirement planning, Erica will create a personalised plan to achieve your goals in life.

Outside of work, Erica enjoys time with her husband and three teenagers. Erica loves to keep active running; playing, coaching and umpiring netball; and water skiing.

E: erica@wealtharchitects.com.au
M:Ā 0409 367 772

Locations

Wealth Architects Swan Hill 260 Campbell Street, Swan Hill VIC 3585

Wealth Architects Echuca 186 Annesley street, Echuca, VIC 3654

My Advice Specialties

Tax-Minimisation

Ownership structuring and tax optimisation

Retirement

Life, TPD, trauma and income protection

Investment

Business keyperson insurance

Estate equalisation and family security

See what our clients say:

Bonnie
BonnieClient of Wealth Architects Brisbane North
I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
Alan
AlanClient of Wealth Architects Melbourne
We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
David
DavidClient of Wealth Architects Melbourne
We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

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