James Mulhearn

Initiative Group

Gold
9 Yrs Experience
Birtinya, QLD 4575
At Initiative our philosophy is simple – we want to make financial success easy for you... Initiative advisers are progressive thinking professionals; Chartered Accountants expert in accounting, tax, financial planning, risk management, loans and leases, asset protection strategies and business advice. We provide you with the convenience of working with advisers who can help you manage all of your financial affairs under the one roof. By doing this you benefit from receiving expert and coordinated advice every time. It is crucial that your accountant, financial adviser, and anyone else helping you organise your financial affairs knows the complete picture of your situation. Not using this approach leaves you with uncoordinated advice and a very disjointed overall strategy. Overcoming this common problem is our passion and why our clients excel. Whether you are an individual or a business owner, Initiative works solely to make things easy for you and give you the confidence to take control of your financial future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 21
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Master of Professional Accounting
  • Language spoken
    • English

Initiative Group

Suite 2, The Edge East, 10 Lake Kawana Boulevard
Birtinya, QLD 4575

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Gps Wealth Ltd

AFSL 254544

4.85
21 Reviews
5
4
3
2
1
4.80
Clear communication
4.90
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

4.75

"James is an excellent adviser. He makes you feel very comfortable with his suggestions and strategies. I would definitely recommend James as an adviser"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"James has been outstanding for my wife and I, he has given sound advise and shown us a path to a great retirement. I would recommend James to anyone looking to seek financial or retirement advise."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has always offered invaluable advice to all of our requirements and needs. He is very easy to contact and always willing to offer advice on even the smaller things. Highly recommend James to any potential clients."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with James, clear, concise communication, took the time to understand my situation and offered some very useful suggestions."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has been an absolute strength to myself and my wife and our financial servicing and planning for retirement James exceeds in his serviceability to our needs and look forward to continuing our financial relationship"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I found the whole experience to be fulfilling and positive."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Without James I would still have uncertainty about my future finances and retirement plans. With James's plan in place I feel that my future and that of my family is secure and I can now enjoy life within my means."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We find James great to work with and alway positive. He alway gives us a great out come at tax time."

  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has always been professional and his advice is very positive."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"James helped us to set up the superfund and was very informative."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of ICAA

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2002

Master of Professional Accounting

Level
9 - Masters Degree
Institution
University of Southern Queensland (USQ)
Completed
2000

Principles in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2013

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Member

National Tax & Accountants' Association (NTAA)

Membership type
Member
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