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  3. 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

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