Financial Adviser · BRISBANE, QLD

James Ian Macbeth Cavanough

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000291041

James Ian Macbeth Cavanough is a financial adviser based in Brisbane, Queensland, with 21 years of experience in the financial services industry. James is currently authorised under Professional Investment Services Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. James is a member of Certified Financial Planner (CFP) of FAAA and Fellow of Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Commerce
University of Southern Queensland
2004
Diploma of Financial Services (4 units)
FPA Australia
2005
Master of Applied Finance
Charles Sturt University
2006
Taxation Planning Course
Tribeca Learning
2010
ASX Accredited Listed Product Adviser Program
Kaplan Professional
2010
Certified Financial Planner (CFP) Education Program
FPA Australia
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2010
Self Managed Superannuation Funds Course
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

Jun 2013 - Present Current
May 2010 - Jun 2013 Ceased
PREMIUM WEALTH MANAGEMENT PTY LTD
Nov 2005 - Mar 2010 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Jul 2005 - Sep 2005 Ceased

Source: ASIC Financial Advisers Register