James Cavanough

Lantern Advisory Pty Ltd

4.70
6 Reviews
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 4.70
  • 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