Jonathan Rooney

Structured Financial Planning & Mortgages Pty Ltd

Silver
23 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Structured Financial Planning & Mortgages Pty Ltd

Level 23, 500 Collins St
Melbourne, 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 23
  • 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

Fortnum Private Wealth Ltd

AFSL 357306

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"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."

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

"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."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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!"

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathan has provided exceptional advice and service specifically tailored to our requirements. We felt like Jonathan was on the same wavelength as us, he listened and delivered and has provided us with excellent after service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Jonathan's engagement professional yet personally targeted across our own ambitions and expectations. His guidance through this Superannuation maze of complexities was confident and carries an ongoing reassurance of the support and competences underlying his service. Great to have him as manager / player and coach. Robert 3030"

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

"We appreciate the expertise and attention to detail in the way you handle our affairs which cannot be faulted. The feeling of certainty in our dealings with you gives us confidence to recommend you to others for financial planning."

  • Government Assistance
  • Managing Debt
  • Self Managed SuperFunds
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very happy to recommend Jonathan as a diligent and trust worthy financial planner. His expertise and proactivity have given me confidence that I am being well looked after and that my retirement planning is in safe hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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