Financial Adviser · SANCTUARY COVE, QLD

James Horsley

9 Years experience
Tax advice
authorised
Currently at
Sanctuary Cove, QLD
ASIC Registered · ADV 001253790

James Horsley is a financial adviser based in Sanctuary Cove, Queensland, with 9 years of experience in the financial services industry. James is currently authorised under Bostoniq 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 from FAAA. James 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

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor of Economics with Major in International Trade and Finance
University of Queensland
2016
Diploma of Financial Planning
Pinnacle
2021
Certified Financial Planner CFP
FAAA
2025
Ethics FPC002B
Ethics - Kaplan

Registration History

Apr 2021 - Present Current
Apr 2017 - Mar 2021 Ceased

Source: ASIC Financial Advisers Register