SA State Wealth and Financial ServicesJonathan Rooney
Jonathan Rooney has been a financial planner since 1999 and has held the Certified Financial Planner® designation since 2003. He holds degrees in Law and Finance from the University of Otago, with specialist qualifications in shares, self-managed superannuation funds and estate planning.
Jonathan founded his own advice practice in 2002 and has managed and trained financial planners and staff across three offices. He works closely with accounting firms, providing strategic advice in retirement planning, superannuation, wealth creation, insurance and estate planning — often as part of a client's broader professional team.
SA State Wealth and Financial ServicesRobert Daniel
Robert 'Bob' Daniel has worked in financial services since 1981 — a career of more than four decades including management, agency and advisory roles with AMP, TAL and AXA. Bob holds a Master of Taxation and Financial Planning, a Diploma and Advanced Diploma of Financial Services (Financial Planning), and a Professional Certificate in Self-Managed Superannuation Funds.
Bob advises across investment and life insurance products, superannuation and self-managed super funds, securities, managed investments, retirement savings accounts, and deposit and payment products. Clients benefit from judgment developed over four decades of watching the industry, and its products, evolve.