JAMES BENJAMIN MOONEY
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2004 - Batchelor of Commerce Property and Finance - Bachelor Degree (AQF 7) - Curtin University of Technology
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2023 - Accredited Listed Product Adviser (ALPA) - Professional Designations - Kaplan Professional
2023 - Commercial Law - Professional Designations - Kaplan Professional
2023 - Margin Lending and Geared Investment - Professional Designations - Kaplan Professional
2023 - Tax Planning - Professional Designations - Kapan Professional
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.