David James
COASTAL FINANCIAL SERVICES PTY LTD · Coolangatta QLD 4225 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000316049
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- COASTAL FINANCIAL SERVICES PTY LTD · AFSL 528512Since 21 April 2021
- Principal business address
- Coolangatta QLD 4225
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2021 – presentCOASTAL FINANCIAL SERVICES PTY LTD · AFSL 528512
- CEASEDJul 2007 – Apr 2021GWM ADVISER SERVICES PTY LTD · AFSL 230692
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
RG146 Margin Lending
MLC ThreeSixty · 2011 · Diploma (AQF 5)
Advanced Diploma Financial Services (Financial Planning) FNS60404
Kaplan Australia · 2009 · Advanced Diploma (AQF 6)
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia · 2006 · Diploma (AQF 5)
Bachelor of International Finance
Griffith University · 2005 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once David James claims the profile.
Reviews
Not yet reviewed
No client has reviewed David James on Souffle yet.
Contacting David James
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
COASTAL FINANCIAL SERVICES PTY LTD · AFSL 528512
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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