JAMES IAN MACBETH CAVANOUGH
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
2004 - Diploma of Financial Services (4 units) - Diploma (AQF 5) - FPA Australia
2005 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University
2006 - Taxation Planning Course - Other - Tribeca Learning
2010 - ASX Accredited Listed Product Adviser Program - Other - Kaplan Professional
2010 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2010 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
Fellow of Financial Services Institute of Australasia (FINSIA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.