MAILENE RUTH WHEELER
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2010 - Bachelor of Business - Bachelor Degree (AQF 7) - Southern Cross University
2012 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Limited
2013 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand
2015 - Master of Applied Taxation - Masters Degree (AQF 9) - UNSW
2017 - Graduate Certificate of Business Management - Graduate Certificate (AQF 8) - Swinburne University
2018 - FNS51815 Diploma of Financial Services - Diploma (AQF 5) - Finance Education Professionals
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.