Ellen Mooney
Financial Adviser
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About
Ellen Mooney is an ASIC-registered financial adviser dedicated to helping individuals and families in Yanchep, WA, achieve their financial goals. With a Bachelor of Accounting from the University of South Australia (2005), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2007), and a Graduate Diploma of Financial Planning from Deakin University (2023), Ellen possesses a strong educational foundation and a commitment to ongoing professional development. Further enhancing her expertise, she completed the Margin Lending and Geared Investments Program with Kaplan Professional in 2015. Ellen is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), reflecting her adherence to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. Ellen provides tailored advice and strategies to help you protect your assets and achieve your financial dreams. Her key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • Wealth accumulation Ready to take control of your financial future? Contact Ellen today for a consultation and discover how she can help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Ellen Mooney offer?
Ellen Mooney specialises in superannuation advice, retirement planning, and insurance solutions. She can also provide guidance on investments, wealth accumulation strategies, and more.
What qualifications does Ellen Mooney have?
Ellen holds a Bachelor of Accounting, a Diploma of Financial Services (Financial Planning), a Margin Lending and Geared Investments Program certificate, and a Graduate Diploma of Financial Planning. She is also a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
How does Ellen Mooney tailor financial advice to individual needs?
Ellen takes the time to understand your unique financial situation, goals, and risk tolerance. She then develops a personalised strategy designed to help you achieve your objectives.
What can I expect during my first consultation with Ellen Mooney?
During your initial consultation, Ellen will discuss your financial goals, current situation, and any concerns you may have. This will help her to understand your needs and determine how she can best assist you.
How can I get in touch with Ellen Mooney to discuss my financial planning needs?
You can contact Ellen directly to schedule a consultation. She is available to meet with you and discuss your financial goals in detail.
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