Financial Adviser · BRISBANE CITY, QLD

Mailene Ruth Wheeler

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272442

Mailene Ruth Wheeler is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Mailene is currently authorised under Vincents Advisory Pty Ltd. Mailene holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Taxation from UNSW. Mailene is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Business
Southern Cross University
2012
SMSF Specialist Advisor Program
SMSF Association Limited
2013
Chartered Accountants Program
Chartered Accountants Australia and New Zealand
2015
Master of Applied Taxation
UNSW
2017
Graduate Certificate of Business Management
Swinburne University
2018
FNS51815 Diploma of Financial Services
Finance Education Professionals
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd

Registration History

Aug 2024 - Present Current
Dec 2018 - Aug 2024 Ceased

Source: ASIC Financial Advisers Register