Jonathan Rooney (Financial Planning)
Jonathan has been a Financial Planner since 1999 and has held the Financial Planning Association’s highest designation of CERTIFIED FINANCIAL PLANNER® (CFP®) since 2003. He has degrees in Law and Finance from the University of Otago. He founded Structured Financial Planning in 2002.
Jonathan has specialist qualifications in Shares, Self Managed Superannuation Funds and Estate Planning. He is also a qualified Mortgage Broker and Licensed Estate Agent.
During his career in the financial planning industry Jonathan been responsible for the management and training of other financial planners and staff across 3 offices.
Working with a number of different accounting businesses, Jonathan provides strategic advice in Retirement Planning, Superannuation, Wealth Creation, Insurance and Estate Planning.
Jonathan is an authorised representative of Fortnum Private Wealth Pty Ltd and specialises in providing proactive, personalised advice to a wide variety of individual clients and small businesses.
Other key staff
Gordon Seth (Paraplanner)
Gordon has 11 years’ experience in financial services working in both institutional and boutique financial planning businesses. He holds an Advanced Diploma of Financial Planning with particular expertise in the application of complex financial modelling to achieve client outcomes.
As the papraplanner for Structured Financial Planning, Gordon’s role entails both research and strategy elements, complementing his own personal interests in share and property investment.