Financial Adviser · SANCTUARY COVE, QLD

James Horsley

SANCTUARY COVE, QLD

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001253790

Currently at

Bostoniq

Sanctuary Cove, QLD (firm address)

View firm profile

About James Horsley

James Horsley is a financial adviser based in Sanctuary Cove, Queensland, with 9 years of experience in the financial services industry since 2017. James is currently authorised under Bostoniq. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner CFP from FAAA. James is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Economics with Major in International Trade and Finance

University of Queensland

2016

Diploma of Financial Planning

Pinnacle

2021

Certified Financial Planner CFP

FAAA

2025

Ethics FPC002B

Ethics - Kaplan

Registration History

Bostoniq Pty Ltd

Apr 2021 - Present Current

Adviceiq Partners Pty Ltd

Apr 2017 - Mar 2021 Ceased

Source: ASIC Financial Advisers Register