Financial Adviser · MILTON, QLD

Belinda Anne Wheeley-lea

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004050

Belinda Anne Wheeley-lea is a financial adviser based in Milton, Queensland, with 14 years of experience in the financial services industry. Belinda is currently authorised under Industry Fund Services Limited. Belinda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Belinda is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a)Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2012
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
FNS60415 Advanced Diploma of Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Feb 2026 - Present Current
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a)Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Mar 2020 - Dec 2025 Ceased
Jul 2012 - Apr 2016 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register