JENNA WHEELER (Adviser# 000243344) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is December 13, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JENNA WHEELER |
| Adviser Number | 000243344 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000472901 AUSTRALIAN ADVICE NETWORK PTY LTD |
| Licence ABN | 13602917297 |
| Adviser Start Date | 2017-12-13 |
| Appointing Representative Name | CENTAUR FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000342372 |
| Appointing Representative ABN | 20139741450 |
| Further Restrictions | Not authorised to give self managed superannuation fund or margin lending advice. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services | Kaplan |
| DFP5v1 Tax for Financial Advising | Kaplan |
| TASACLv1 Commercial Law | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000472901 |
AUSTRALIAN ADVICE NETWORK PTY LTD
Further restrictions: Not authorised to give self managed superannuation fund or margin lending advice. |
2017-12-13 - | CENTAUR FINANCIAL SERVICES PTY LTD |
| 000472901 | AUSTRALIAN ADVICE NETWORK PTY LTD | 2015-05-01 - 2017-12-12 | AUSTRALIAN ADVICE NETWORK PTY LTD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD Further restrictions: restricted from giving advice in Self Managed Superannuation Funds |
2012-05-25 - 2015-05-20 | CENTAUR FINANCIAL SERVICES PTY LTD |
| 000237246 | NTI LIMITED | 2009-12-16 - 2010-07-08 | |
| 000229885 |
SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2006-07-26 - 2010-07-01 | SOUTH COAST INSURANCE PLANNING PTY LTD |
| 000229885 |
SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2005-06-29 - 2006-07-26 | SOUTH COAST INSURANCE PLANNING PTY LTD |
| 000229885 |
SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2005-01-31 - 2005-03-31 | SOUTH COAST INSURANCE PLANNING PTY LTD |
| 000229885 |
SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2003-11-20 - 2004-04-07 | SOUTH COAST INSURANCE PLANNING PTY LTD |
| Licence Name | AUSTRALIAN ADVICE NETWORK PTY LTD |
| Licence Number | 000472901 |
| Licence ABN | 13602917297 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL STUART SHANNON FORBES | Australian Advice Network Pty Ltd | Current | 2017-12-18 |
| TROY ANTHONY THEOBALD | Australian Advice Network Pty Ltd | Current | 2017-12-15 |
| MARC BRANDON VENTER | Australian Advice Network Pty Ltd | Current | 2017-12-15 |
| BRADLEY JASON WALL | Australian Advice Network Pty Ltd | Current | 2017-12-15 |
| NATALIE DAWN GOODALL | Australian Advice Network Pty Ltd | Current | 2017-12-15 |
| DARKO ZIGIC | Australian Advice Network Pty Ltd | Current | 2017-12-15 |
| HUGH STAFFORD ROBERTSON | Australian Advice Network Pty Ltd | Current | 2017-12-15 |
| DAVID JON BARNETT | Australian Advice Network Pty Ltd | Current | 2017-12-15 |
| COURTNEAY SMITH | Australian Advice Network Pty Ltd | Current | 2017-12-13 |
| EGBERT ALBERTUS ALEXANDER JACOB CALKHOVEN | Australian Advice Network Pty Ltd | Current | 2017-08-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.