JAMES EAMON MAHONY
Financial Adviser · Warrnambool, VIC
📚 Qualifications & Training
1989 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Warrnambool Institute of Advanced Education
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Institute of Australia (FINSIA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2011 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2013 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2016 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.