Financial Adviser
· PERTH, WA
Ellen Mooney
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000322703
Ellen Mooney is a financial adviser based in Perth, Western Australia, with 19 years of experience in the financial services industry since 2007. Ellen is currently authorised under Bdhsterling AFSL. Ellen holds authorisations to advise on life insurance, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Ellen's qualifications include a Graduate Diploma of Financial Planning from Deakin University. Ellen is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Foreign Exchange
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachlor of Accounting
University of South Australia
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Margin Lending and Geared Investments Program
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Deakin University
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register