James Ian Macbeth Cavanough
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291041
- Location
- Brisbane QLD 4000
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 14 June 2013
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, University of Southern Queensland (1999); Diploma of Financial Services (4 units), FPA Australia (2004); Master of Applied Finance, Charles Sturt University (2005); Taxation Planning Course, Tribeca Learning (2006); ASX Accredited Listed Product Adviser Program, Kaplan Professional (2010); Certified Financial Planner (CFP) Education Program, FPA Australia (2010); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Self Managed Superannuation Funds Course, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- Memberships
- Certified Financial Planner (CFP) of FAAA; Fellow of Financial Services Institute of Australasia (FINSIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Ian Macbeth Cavanough
On the Financial Advisers Register kept by ASIC, James Ian Macbeth Cavanough appears as a current financial adviser in Brisbane, Queensland, adviser number 000291041.
Advice is given under the Australian financial services licence of Professional Investment Services Pty Ltd, licence number 234951. The current authorisation started on 14 June 2013.
The register records 2005 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce (University of Southern Queensland, 1999), Diploma of Financial Services (4 units) (FPA Australia, 2004) and Master of Applied Finance (Charles Sturt University, 2005). James is recorded as a member of Certified Financial Planner (CFP) of FAAA and Fellow of Financial Services Institute of Australasia (FINSIA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Ian Macbeth Cavanough a registered financial adviser?
Yes. James Ian Macbeth Cavanough is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291041.
Which licensee does James Ian Macbeth Cavanough work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can James Ian Macbeth Cavanough give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.