Jenna Wheeler
Financial Adviser
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About
Jenna Wheeler is an ASIC-registered financial adviser based in Varsity Lakes, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Jenna holds a Master of Financial Planning from Kaplan Higher Education Pty Limited (2023) and has built a strong foundation with qualifications including TASACLv1 Commercial law (2017), FPC006 Tax and Commercial Law for Financial Planning (2019), and Self Managed Superannuation Funds (2021). This robust educational background equips her with the expertise to navigate the complexities of the Australian financial landscape. Authorised to provide advice on a broad range of financial products, Jenna specialises in: • Superannuation advice • Insurance solutions • Comprehensive wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, Jenna can provide expert guidance to help you make informed decisions. Contact Jenna today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jenna Wheeler offer?
Jenna Wheeler provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Jenna Wheeler have?
Jenna holds a Master of Financial Planning, along with qualifications in Commercial Law, Tax and Commercial Law for Financial Planning, and Self Managed Superannuation Funds, all from Kaplan Higher Education Pty Limited and Kaplan Professional.
What is the process for becoming a client of Jenna Wheeler?
The first step is to schedule a consultation. During this meeting, Jenna will discuss your financial goals and current situation. She will then develop a tailored financial plan to help you achieve your objectives.
Can Jenna Wheeler help me with retirement planning?
Yes, Jenna specialises in retirement planning and can provide advice on superannuation, retirement savings accounts, and other investment strategies to help you secure your financial future in retirement.
What can I expect from working with Jenna Wheeler as my financial advisor?
You can expect personalised advice, clear communication, and a commitment to helping you achieve your financial goals. Jenna will work with you to develop a tailored financial plan and provide ongoing support and guidance.
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