Jacob Wheatley
Financial Adviser
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About
I'm Jacob Wheatley, an ASIC-registered financial adviser based in Mackay, Queensland, dedicated to helping you achieve your financial goals with clarity and confidence. I hold a Bachelor of Business (Management and Financial Planning) from Central Queensland University (2022) and I am a proud member of the Financial Advice Association of Australia (FAAA). This solid foundation of education and professional commitment ensures that I provide informed and ethical advice tailored to your unique circumstances. I am authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. I also offer guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. My aim is to provide a comprehensive suite of services to address all aspects of your financial well-being. • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies I am passionate about empowering you to make informed decisions about your financial future. Let's work together to build a secure and prosperous tomorrow. Contact me today to schedule a consultation and take the first step towards achieving your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jacob Wheatley offer?
As an ASIC-registered financial advisor, I can provide advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. I tailor my advice to meet your individual financial needs.
What qualifications does Jacob Wheatley have?
I hold a Bachelor of Business (Management and Financial Planning) from Central Queensland University (2022) and am a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with you, Jacob?
The process starts with an initial consultation to understand your financial goals and current situation. From there, I'll develop a tailored financial plan and work with you to implement it, providing ongoing support and adjustments as needed.
What should I expect during my first meeting?
During our first meeting, I will ask questions about your financial situation, goals, and risk tolerance. This will help me understand your needs and how I can best assist you. You'll also have the opportunity to ask me any questions you may have.
How can retirement planning help me?
Retirement planning can help you determine how much money you'll need to retire comfortably, create a savings plan to reach your goals, and manage your investments to maximize growth potential while minimizing risk. I can help you develop a comprehensive retirement plan tailored to your specific circumstances.
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