Financial Adviser
· STRATHPINE, QLD
James Christopher Cashman
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000273819
James Christopher Cashman is a financial adviser based in Strathpine, Queensland, with 26 years of experience in the financial services industry. James is currently authorised under Lifespan Financial Planning 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 from FPA. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Planning
Deakin University
2003
Certified Financial Planner
FPA
2006
Certificate IV in Financial Services (Finance/Mortgage Broking)
Tribeca
2011
Margin Lending & Geared Investments
Kaplan Professional
2015
Self Managed Superannuation Funds
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register