Jonathan Michael Rooney
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000233083
- Location
- Melbourne VIC 3000
- Licensee
- Insight Investment Partners Pty Ltd (AFSL 368175)
- Authorised since
- 5 February 2024
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Planning, FPA (2003); SMSF, FPA (2010); Margin Lending & Geared Investments, Kaplan (2011); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Michael Rooney
Jonathan Michael Rooney is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000233083.
Jonathan provides advice as an authorised representative of Insight Investment Partners Pty Ltd, which holds Australian financial services licence 368175. The current authorisation started on 5 February 2024.
The register records 1999 as the year Jonathan first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (FPA, 2003), SMSF (FPA, 2010) and Margin Lending & Geared Investments (Kaplan, 2011). Jonathan is recorded as a member of Financial Advice Association of Australia (FAAA).
Jonathan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jonathan Michael Rooney a registered financial adviser?
Yes. Jonathan Michael Rooney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000233083.
Which licensee does Jonathan Michael Rooney work under?
Insight Investment Partners Pty Ltd, Australian financial services licence 368175.
What can Jonathan Michael Rooney give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.