Financial Adviser
· BUNDALL, QLD
Kearsten Anne James
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325836
Kearsten Anne James is a financial adviser based in Bundall, Queensland, with 20 years of experience in the financial services industry. Kearsten is currently authorised under Addi Financial Services Pty Ltd. Kearsten 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 from FPA. Kearsten is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce FP&I
Griffith University
2009
Certified Financial Planner
FPA
2011
Life Risk Specialist
FPA
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
Accredited Aged Care Professional
Aged Care Steps (ACS) Pty Ltd
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
COOPER WEALTH MANAGEMENT PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register