JENNA WHEELER
Financial Adviser · Bundall, QLD
📚 Qualifications & Training
2017 - TASACLv1 Commercial law - Other - Kaplan Higher Education Pty Limited
2019 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education Pty Limited
2021 - Self Managed Superannuation Funds - Other - Kaplan Professional
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.