Jonathan Rooney Financial Planner Report

Name:
Jonathan Michael Rooney

Rep Number:
000233083

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2015-11-02 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
CFP
FPA
DFP
Kaplan
Margin Lending & Geared Investments
FPA
SMSF

Memberships
Financial Planning Association of Australia (FPA)