James Cavanough

Lantern Advisory Pty Ltd

Gold
17 Yrs Experience
Brisbane, QLD 4000
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 belief in Financial Strategy, combined with structure and product creates opportunity for best performance, and works in partnership with clients to form long-term relationships - ensuring that needs and objectives continually align. Throughout his career, James’ astute expertise has included Retirement Planning, Investment, Insurance and Estate Planning strategies, Portfolio Management, Superannuation, and Debt Management strategies. At Lantern Advisory, we are independent holistic financial advisers based in Brisbane servicing clients in Qld and Interstate. We manage all levels of your financial circumstances, and provide tailored strategies to suit your situation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are calculated on time and complexity

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 6
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Lantern Advisory Pty Ltd

Level 4, 97 Creek Street
Brisbane, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

4.65
6 Reviews
5
4
3
2
1
4.60
Clear communication
4.40
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—6 of 6

Sort by

4.75

"James provided me with advice on personal insurances and superannuation. I found him easy to understand and he was able to quickly understand my individual future needs. I felt very comfortable in trusting his advice and would recommend him as a reliable advisor."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have sought James's advice for a long time now. He has always been available and positive about advice given. He has always given a great deal of care to my neefs especially somce I have become unwell. His plain speaking and good humour have always been a great feature of him. A very good man and wonderful advisor."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"James has given me solid advice for a number of years related to my financial situation, superannuation and prospective investments. James can break things down for me in a way I can understand, and give me his full attention as and when I need it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Redundancy
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have been a client of James for about a decade. Besides giving me investment and financial advice whenever I need it, James also importantly manages my Superannuation Fund, including the administration of same. He was very instrumental in restructuring my SMF after the passing of my wife. Knowing that James manages my investments and financial affairs gives me a great sense of security. I am totally at ease with the business relationship I have with James."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has provided me with advice in areas of superannuation, aged care, budgeting and managing debt. His advice was informative and well researched, yet made simple to comprehend and feel confident that he was definitely looking after my best interests at all times. He is totally professional and always willing to assist and provide advice where necessary."

  • Superannuation
  • Managing Debt
  • Aged Care
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"James was able to provide clear and concise insight and advice regarding my financial position, and how to better understand where this will positioned me in future years, and towards retirement. Based on his expertise and industry experience, I'm very confident James' advice was appropriate to my needs and incorporated my current circumstances. I am able to speak with him on a consistent basis, where he helps coach me through important financial decisions and how this correlates to my professional journey. I am happy to have James as an adviser!"

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Diploma of Securities

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
1999

Master of Applied Finance

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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