Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST LEEDERVILLE, WA

James Benjamin Mooney

WEST LEEDERVILLE, WA
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000339938
Currently at
The Trustee For The F F Unit Trust
West Leederville, WA (firm address)
View firm profile

James Benjamin Mooney is a financial adviser based in West Leederville, Western Australia, with 17 years of experience in the financial services industry since 2009. James is currently authorised under Ff Financial Services, operating through The Trustee For The F F Unit Trust. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. James is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004
Batchelor of Commerce Property and Finance
Curtin University of Technology
2008
Diploma of Financial Services (Financial Planning)
AMP Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2023
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
2023
Commercial Law
Kaplan Professional
2023
Margin Lending and Geared Investment
Kaplan Professional
2023
Tax Planning
Kapan Professional

Registration History

Ff Financial Services Pty Ltd
May 2024 - Present Current
Synchron Advice Pty Ltd
May 2023 - May 2024 Ceased
Akumin Financial Planning Pty Limited
Aug 2009 - Oct 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register