About us

CRM

SYNCRM is a privately owned Australian company that was established by Robert Cumming, a financial planner who was frustrated with existing financial planning information technology solutions.

Robert has been a Financial Adviser since January 1996 and self employed business owner since December 1999. Robert is a Director, Authorised Representative, and a Responsible Manager of HNW Planning. He is a Self Managed Superfund Specialist Adviser (SSA) and an Accredited Mortgage Consultant (AMC). Robert has worked for a Bank and two multinational food manufacturers prior to 1996 with experience working in Australia and Japan. Robert holds a Bachelor of Agricultural Economics (Hons) and a Diploma of Financial Planning.

SYNCRM solutions have enabled Robert and his team to grow and manage HNW Planning from a single adviser to over 40 advisers across New South Wales, Queensland and Victoria.

Each solution is developed by a dedicated team of application designers and developers, with significant input from experienced financial planning advisers.

In The Press

Our Partners

HNW Planning

HNW Planning, is an Australian Financial Service Licensee (AFSL). Financial Planners in Australia are required to be either an employee representative or an authorised representative of an AFSL. HNW Planning was established in 1999 and granted its AFSL in 2001. It is now a boutique Licensee with a specialised service offering for Mortgage Brokers and Accountants transitioning to financial planning as well as support services for existing planners.


JayThom

JayThom was one of the first companies in Australia to sell and deploy Microsoft Dynamics CRM when it was introduced over five years ago. We were the first Microsoft partner in Australia to provide a hosted environment for the Dynamics applications starting over 3 years ago and remain the largest partner in this space.


Life Risk Group Life Risk Online

Life Risk Group provides a range of software and research based services to meet the needs of Advisers and Dealer Groups, Superannuation and Masterfund Trustees in the Wealth Protection market.

LifeRisk Online is an internet based premium comparison and product research system that uses each company's own quotation systems to provide quotation comparison reports and actual company quotes in PDFs for you to download and use in your business. These quote PDFs can be used with Applications for Insurance. For companies with web based quotes, the quotes can be saved in the Adviser's company website account and used later with online Applications.