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- Financial Advisers Australia (FAA)
- Jenna Wheeler
Jenna Wheeler
- Name
- Jenna Wheeler
- ID
- 243344
- ABN
- 65906015681
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
- 2020 - Ethics & Professionalism in Financial Advice - Other - Kaplan Professional
- 2021 - Self Managed Superannuation Funds - Other - Kaplan Professional
- 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Australian Advice Network Pty Ltd (#472901)
- Commenced
- March 2, 2023
- Ceased
- Jan. 31, 2024
- Status
- Ceased
- Licence Holder
- Australian Advice Network Pty Ltd (#472901)
- Commenced
- Dec. 13, 2017
- Ceased
- Dec. 16, 2021
- Status
- Current
- Licence Holder
- Sgn Financial Pty ltd (#490523)
- Commenced
- March 6, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Australian Advice Network Pty Ltd (#472901)
- Commenced
- May 1, 2015
- Ceased
- Dec. 12, 2017
- Status
- Ceased
- Licence Holder
- Nti Limited (#237246)
- Commenced
- Dec. 16, 2009
- Ceased
- July 8, 2010
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- May 25, 2012
- Ceased
- May 20, 2015
- Status
- Ceased
- Licence Holder
- Suncorp Financial Services Pty Ltd (#229885)
- Commenced
- Nov. 20, 2003
- Ceased
- April 7, 2004
- Status
- Ceased
- Licence Holder
- Suncorp Financial Services Pty Ltd (#229885)
- Commenced
- July 26, 2006
- Ceased
- July 1, 2010
- Status
- Ceased
- Licence Holder
- Suncorp Financial Services Pty Ltd (#229885)
- Commenced
- June 29, 2005
- Ceased
- July 26, 2006
- Status
- Ceased
- Licence Holder
- Suncorp Financial Services Pty Ltd (#229885)
- Commenced
- Jan. 31, 2005
- Ceased
- March 31, 2005