James Mahony

Financial Adviser

ASIC adviser number:
000332964
Qualifications and training:

1989, Bachelor of Business (Accounting), Bachelor Degree (AQF 7), Warrnambool Institute of Advanced Education
2008, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Financial Services Institute of Australia (FINSIA)
2010, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2011, ASX Listed Product Accreditation Course (LPAC), Other, LPAC Online
2013, Self Managed Superannuation Funds, Other, Kaplan Higher Education Pty Limited
2016, Accredited Aged Care Professional, Other, Aged Care Steps
2021, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited

When adviser first provided advice:
2008
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
199 Koroit St
Warrnambool  VIC  3280
AFS licence holder name:
Akumin Financial Planning Pty Limited
AFS licence number:
000232706
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».