Kearsten James

Kearsten James, Addi House, Gold Coast Financial Planner
Certified Financial Planner (CFP®), B Comm, SMSF Specialist
Adviser since: 2006

Kearsten founded Addi House with the intention of delivering advice that is independent, transparent, and deeply personal. Her work is driven by a strong interest in education and ethics, supporting clients who value understanding their financial position rather than simply delegating decisions.

Level 15, Corporate Centre One, 2 Corporate Crt, Bundall QLD 4217

More about Kearsten James

Kearsten James is the Principal and Financial Adviser at Addi House, a Gold Coast-based boutique firm founded to provide bespoke financial guidance to clients Australia-wide. With over 20 years of experience, she has built a practice that champions independence, integrity, and hyper-personalised advice.

She specialises in simplifying complex financial landscapes, crafting tailored strategies that deliver clarity, confidence, and peace of mind. As a proud member of the Financial Advice Association of Australia (FAAA) and a former Director on its board (2019-2023), she is passionate about advancing financial literacy, mentoring future advisers, and upholding the highest ethical standards within the profession.

Investment Style

At Addi House, the firm believes financial planning is about life, not just wealth. Independent and unbiased guidance is delivered to clients across Australia, free from product ties or commissions. As a fully independent practice, the fee-for-service model ensures transparency, with bespoke strategies tailored to each client’s unique goals and values.

A commitment to long-term partnerships helps support lasting success through personalised, evolving plans. The focus remains on clarity, simplicity, and big-picture thinking, empowering clients through education to achieve their goals.

To learn more about Addi House, click here.

Specialties and Areas of Expertise

Services
Addi House offers comprehensive, independent advice tailored to your needs, serving clients Australia-wide. Through a detailed investigation of your finances, they create strategic plans customised to your circumstances. Their services include:

  • Financial Planning
  • Cash Flow Planning
  • Tax Planning
  • Wealth Creation
  • Investment Advice
  • Debt Strategies
  • Superannuation & SMSF
  • Retirement Planning
  • Personal Insurance & Asset Protection
  • Estate & Legacy Planning

To learn more about Addi House’s Services, click here.

Clients
The company works with Medical Specialists, Professionals and Executives, Retirees, and those navigating wealth transfers from one generation to the next. Addi House help clients optimise their wealth, plan strategically and navigate life’s transitions with confidence.

To learn more about Addi House’s Clients, click here.

Professional Standards You Can Trust

Qualifications & Memberships

  • Certified Financial Planner (CFP®)
  • Life Risk Specialist (LRS®)
  • Bachelor of Commerce (Financial Planning & Investments)
  • Specialist in Self-Managed Superannuation Funds and Life Insurance
  • Member of the Financial Advice Association of Australia (FAAA)
  • Former Director, Financial Advice Association of Australia (2019-2023)

Industry Recognition & Awards

  • 2022 FS Power 50 Most Influential Advisers – Financial Standard
  • 2019 Finalist, AFA Excellence in Education Award – Association of Financial Advisers
  • 2019 Finalist, FPA Certified Financial Planner Professional of the Year Award –Financial Planning Association of Australia
  • 2018 FPA Paraplanner of the Year Award – Financial Planning Association of Australia
  • 2016 Money Management/Lonsec Paraplanner of the Year Award

Testimonials

“Kearsten’s advice has been a paradigm shift for our financial position.’ ~ Stephen W.

“Addi House’s care and discretion have blown me away.” ~ Libby F.

“Kearsten simplifies complex finances with thorough, caring guidance.” ~ Anne

“Addi House’s independent advice gives us confidence in our future.” ~ Amy N.

“Kearsten communicates complex matters clearly and faultlessly.” ~ Stephen H.

Click to see more 5 Star Google reviews for Addi House.

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