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- James Ian Macbeth Cavanough
James Ian Macbeth Cavanough
- Name
- James Ian Macbeth Cavanough
- ID
- 291041
- ABN
- –
- First Provided Advice
- 2005
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Certified Financial Planner (CFP) of FAAA
- Fellow of Financial Services Institute of Australasia (FINSIA)
Licencee
- Status
- Current
- Licence Holder
- Professional Investment Services Pty ltd (#234951)
- Commenced
- June 14, 2013
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Premium Wealth Management Pty Ltd (#237498)
- Commenced
- Nov. 15, 2005
- Ceased
- March 31, 2010
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- May 6, 2010
- Ceased
- June 14, 2013
- Status
- Ceased
- Licence Holder
- Sentry Financial Planning Pty Ltd (#247105)
- Commenced
- July 18, 2005
- Ceased
- Sept. 28, 2005