Financial Adviser
· VARSITY LAKES, QLD
Jenna Wheeler
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243344
Jenna Wheeler is a financial adviser based in Varsity Lakes, Queensland, with 17 years of experience in the financial services industry. Jenna is currently authorised under Sgn Financial Pty Ltd. Jenna 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
TASACLv1 Commercial law
Kaplan Higher Education Pty Limited
2019
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education Pty Limited
2021
Self Managed Superannuation Funds
Kaplan Professional
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to give self managed superannuation fund or margin lending advice.
restricted from giving advice in Self Managed Superannuation Funds
SUNCORP FINANCIAL SERVICES PTY LTD
SUNCORP FINANCIAL SERVICES PTY LTD
SUNCORP FINANCIAL SERVICES PTY LTD
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register