James Sheehan
Financial Adviser in Claremont, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000096
- Location
- Claremont WA 6010
- Licensee
- Sheehan Wealth Pty Ltd (AFSL 531610)
- Authorised since
- 17 March 2026
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce, Notre Dame University (2010); Diploma of Financial Planning, Kaplan (2012); Self Managed Super Funds, Kaplan (2014); Graduate Diploma of Financial Planning, Kaplan Professional (2026)
- Memberships
- Finance Brokers Association of Australia (FBAA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, 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 Sheehan
James Sheehan is a financial adviser in Claremont, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001000096.
The licensee James advises under is Sheehan Wealth Pty Ltd (AFS licence 531610). That authorisation dates from 17 March 2026.
The register records 2013 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce (Notre Dame University, 2010), Diploma of Financial Planning (Kaplan, 2012) and Self Managed Super Funds (Kaplan, 2014). James is recorded as a member of Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Sheehan a registered financial adviser?
Yes. James Sheehan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000096.
Which licensee does James Sheehan work under?
Sheehan Wealth Pty Ltd, Australian financial services licence 531610.
What can James Sheehan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.