James Benjamin Mooney
Financial Adviser in West Leederville, Western Australia, Australia
Review James Benjamin Mooney
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000339938
- Location
- West Leederville WA 6007
- Licensee
- FF Financial Services Pty Ltd (AFSL 553987)
- Authorised since
- 1 May 2024
- First provided advice
- 2009
- Qualifications
- Batchelor of Commerce Property and Finance, Curtin University of Technology (2004); Diploma of Financial Services (Financial Planning), AMP Limited (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); 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 (2023)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About James Benjamin Mooney
On the Financial Advisers Register kept by ASIC, James Benjamin Mooney appears as a current financial adviser in West Leederville, Western Australia, adviser number 000339938.
Advice is given under the Australian financial services licence of FF Financial Services Pty Ltd, licence number 553987. The current authorisation started on 1 May 2024.
The register records 2009 as the year James first provided financial advice. Qualifications and training on file include Batchelor of Commerce Property and Finance (Curtin University of Technology, 2004), Diploma of Financial Services (Financial Planning) (AMP Limited, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed James Benjamin Mooney here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James Benjamin Mooney a registered financial adviser?
Yes. James Benjamin Mooney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339938.
Which licensee does James Benjamin Mooney work under?
FF Financial Services Pty Ltd, Australian financial services licence 553987.
What can James Benjamin Mooney give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.