Jonathan Rooney
Adviser
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.
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 Insight Investment Partners Pty Ltd and specialises in providing proactive, personalised advice to a wide variety of individual clients and small businesses.
