Jonathan Rooney

Structured Financial Planning

5.00
9 Reviews
Silver
25 Yrs Experience
Carlton, VIC 3000

Recent reviews

Structured Financial Planning

Level 23, 500 Collins St
Carlton, VIC 3000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Insight Management Partners Pty Ltd

AFSL 368175