Structured Financial Planning

Jonathan Rooney

Jonathan Rooney has been a financial planner since 1999 , for over 20 years, and has held the Certified Financial Planner® designation since 2003. He is the founder and owner of Structured Financial Planning, and holds degrees in Law and Finance from the University of Otago, with specialist qualifications in shares, self-managed superannuation funds and estate planning.

Jonathan 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.