Dedicated to helping clients manage, grow and protect their wealth.
Founded in Sydney in 2022 by Timothy Cummins, Attain Wealth Advisory was born by a broader mission in helping elevate Financial Advice from an industry into a profession.
A laser focus on acting in the best interests of the client, a transparent offering and highly qualified advisers are the framework in which Attain Wealth Advisory is being built upon.
Partner and Financial Advisor
Timothy Cummins
Timothy has over 12 years of experience within financial advice. His professional career has ranged from starting out at a large corporate in Westpac to being a partner in a boutique wealth management firm to setting up Attain Wealth Advisory in 2022. Timothy is a Certified Financial Planner®, a SMSF Specialist Advisor® and holds a Bachelor of Business from the University of Technology, Sydney.
Particular professional interests include the behavioural aspects of finance, investment portfolio construction and inter-generational wealth transfer.
Outside of finance, Timothy enjoys spending time with his wife and has a passion in cricket, having played over 16 years of first grade cricket, captaining Sydney University and playing 2 seasons in the UK.
Partner and Financial Advisor
Thomas Gilbert
Tom has over 8 years of experience working across multiple roles within financial advice. With experience in both large, ‘Big 4’ firms and smaller practices, he joined Attain Wealth Advisory in 2024 as a Partner and Financial Adviser.
Tom enjoys developing outcomes-based strategies for clients and developing comprehensive plans that help them achieve their long-term goals.
Tom holds a Bachelor of Applied Finance.
In his down time, he enjoys his passions of rugby union and cycling.
Business Manager
Jenna Searle
Jenna joined Attain Wealth Advisory after gaining over 11 years of experience working in financial advice compliance roles with Westpac and NAB.
Jenna enjoys taking time to understand each client and their respective goals, assisting with these becoming a reality.
Jenna has a Bachelor of Commerce and has completed her Certified Financial Planner (CFP®) studies.
In her spare time, Jenna is busy spending quality time with her husband and two young boys, along with many beach walks and is a keen swimmer.
