James Cavanough
Financial Adviser
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About
James Cavanough is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping individuals and families achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce from the University of Southern Queensland (1999) and a Master of Applied Finance from Charles Sturt University (2005), James combines extensive knowledge with practical experience to provide tailored financial solutions. He holds a Diploma of Financial Services from FPA Australia (2004) and has completed numerous specialist courses, including Taxation Planning, the ASX Accredited Listed Product Adviser Program, and several courses focused on SMSFs and Margin Lending. As a Certified Financial Planner (CFP) and Fellow of the Financial Services Institute of Australasia (FINSIA), James adheres to the highest ethical and professional standards. James is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, James can provide expert guidance and support. Contact James today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does James Cavanough offer?
James provides advice on superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does James Cavanough have?
James holds a Bachelor of Commerce, a Master of Applied Finance, a Diploma of Financial Services, and is a Certified Financial Planner (CFP). He has also completed numerous specialist courses in areas such as taxation planning and self-managed superannuation funds.
What can I expect during my first meeting with James?
During your first meeting, James will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs. You can expect a collaborative and informative discussion.
How does James Cavanough stay up-to-date with the latest financial regulations and industry trends?
James is committed to ongoing professional development. He regularly attends industry conferences, completes continuing education courses, and maintains his memberships with professional bodies such as the FAAA and FINSIA, ensuring he is always informed of the latest changes and best practices.
What is the process for becoming a client of James Cavanough?
The process begins with an initial consultation to discuss your needs and goals. If you decide to proceed, James will develop a tailored financial plan for you. He will then work with you to implement the plan and provide ongoing support and advice as your circumstances change.
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