James Cavanough – Director
James is a qualified and highly experienced financial planner who has spent the last 20 years dedicated to creating and protecting wealth for business owners, individuals and private families across Australia. His expertise includes planning retirement and family protection strategies; providing investment, insurance and estate planning strategies; portfolio management, superannuation / SMSF, tax planning, cash flow and debt management strategies.
James is astute and maintains strong, current knowledge of industry best practices. He is empathic and works with clients to find the best results for their individual situations and maintains long-term relationships.
In addition, James’ interests include golf, rugby union, reading, history and spending time with his family.
Qualifications
- Bachelor of Commerce
- Master of Applied Finance
- Certified Financial Planner
Memberships
- Fellow – Financial Services Institute of Australasia
- Financial Planning Association
