Jenna Wheeler
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243344
- Location
- Southport QLD 4215
- Licensee
- Oakview Financial Pty Ltd (AFSL 513068)
- Authorised since
- 17 August 2026
- First provided advice
- 2009
- Qualifications
- TASACLv1 Commercial law, Kaplan Higher Education Pty Limited (2017); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Higher Education Pty Limited (2019); Self Managed Superannuation Funds, Kaplan Professional (2021); Master of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jenna Wheeler
Jenna Wheeler is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Southport, Queensland (adviser number 000243344).
Advice is given under the Australian financial services licence of Oakview Financial Pty Ltd, licence number 513068. That authorisation dates from 17 August 2026.
The register records 2009 as the year Jenna first provided financial advice. The qualifications listed for Jenna include TASACLv1 Commercial law (Kaplan Higher Education Pty Limited, 2017), FPC006 Tax and Commercial Law for Financial Planning (Kaplan Higher Education Pty Limited, 2019) and Self Managed Superannuation Funds (Kaplan Professional, 2021).
Jenna is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jenna Wheeler a registered financial adviser?
Yes. Jenna Wheeler is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243344.
Which licensee does Jenna Wheeler work under?
Oakview Financial Pty Ltd, Australian financial services licence 513068.
What can Jenna Wheeler give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.