Financial Adviser
· MELBOURNE, VIC
Jonathan Michael Rooney
No disciplinary history on record with ASIC
MELBOURNE,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000233083
About Jonathan Michael Rooney
Jonathan Michael Rooney is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry since 1999. Jonathan is currently authorised under Insight Investment Partners. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a CFP from FPA. Jonathan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
CFP
FPA
2003
Diploma of Financial Planning
FPA
2010
SMSF
FPA
2011
Margin Lending & Geared Investments
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan