James Mooney
Financial Adviser
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About
James Mooney is an ASIC-registered financial adviser dedicated to helping individuals and families in West Leederville and beyond achieve their financial goals. With a strong foundation built upon a Bachelor of Commerce in Property and Finance from Curtin University of Technology and advanced diplomas in financial planning, James brings a wealth of knowledge and experience to every client relationship. James holds the prestigious CFP designation from the FPA and is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. He continually enhances his expertise through ongoing education, including specialized accreditations like the Accredited Listed Product Adviser (ALPA) certification and comprehensive studies in commercial law, margin lending, geared investments, and tax planning. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and government debt securities, James specialises in crafting tailored strategies to address your unique needs and aspirations. He can assist with all aspects of financial planning, including retirement planning and investment life insurance. • Superannuation advice • Retirement planning • Investment life insurance • Life risk insurance • Insurance advice If you're seeking expert financial guidance to secure your future, contact James Mooney today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does James Mooney offer?
James Mooney provides advice on a wide range of financial products, including superannuation, retirement planning, life insurance, and investment strategies.
What qualifications does James Mooney have?
James Mooney holds a Bachelor of Commerce from Curtin University of Technology, a Diploma and Advanced Diploma of Financial Services, is an Accredited Listed Product Adviser, and has completed studies in Commercial Law, Margin Lending, and Tax Planning. He is also a Certified Financial Planner (CFP).
What can I expect during my first meeting with James Mooney?
During your first meeting, James will take the time to understand your financial situation, goals, and risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs.
How does James Mooney stay up-to-date with changes in the financial industry?
James is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest changes in legislation and financial products.
What is the difference between a financial planner and a financial adviser?
In Australia, the terms are often used interchangeably. Financial advisers like James Mooney are qualified professionals who provide advice and guidance on managing your finances, while financial planners typically take a more holistic approach, developing a comprehensive plan to help you achieve your long-term financial goals.
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