JONATHAN MICHAEL ROONEY

Financial Adviser · Melbourne, VIC

Registered

JONATHAN MICHAEL ROONEY is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 1999, based in Melbourne, Victoria. They are authorised to provide advice under FORTNUM PRIVATE WEALTH LTD (AFSL licence #000357306). Registered qualifications on file include 2000 - CFP - Professional Designations - FPA, 2003 - Diploma of Financial Planning - Diploma (AQF 5) - FPA, 2010 - SMSF - Other - FPA. Professional memberships listed: Financial Advice Association of Australia (FAAA).

Registration Number

000233083

Registration Status

Registered

Location

Melbourne, VIC 3001

Providing Advice Since

1999

Registration Date

02/11/2015

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2000 - CFP - Professional Designations - FPA

2003 - Diploma of Financial Planning - Diploma (AQF 5) - FPA

2010 - SMSF - Other - FPA

2011 - Margin Lending & Geared Investments - Other - Kaplan

2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.