I found it very comfortable and easy to talk to Jonathan. He explained everything in language that did not go over my head. I would definitely recommend Jonathan to any of my friends if they require an adviser.
Jonathan explained everything in layman's terms,he was prepared to go above and beyond to assist in securing the right products for me. He followed up to ensure the process was as seamless as possible. At no stage did I feel pressure or was delivered a sales pitch. Jonathan is a very approachable listens to what you say and responds accordingly.
We have been very happy with Jonathan Rooneys advice leading up to and during retirement and would be happy to recommend him to our friends and family
Jonathan provides advice on anything I ask in a timely and efficient manner. He is always ready and very patient with my time-poor situation. He really goes beyond his job description in an effort to provide the best advice and service.
Jonathan Rooney was recommended to me when I was looking for a new financial advisor and I have never looked back! He is 'hands on' and always discuses with me before making any changes to my portfolio. I couldn't be happier!
Structured Financial Planning & Mortgages Pty LtdLevel 23, 500 Collins St
Melbourne, VIC 3000
- 9:00am – 6:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 9
- First year providing advice 1999
- Years of experience 23
- Certified Financial Planner (CFP)
Fortnum Private Wealth Ltd