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Financial Advisers: JENNA WHEELER Information

This is the detailed information about JENNA WHEELER, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000243344, the year the Financial Adviser first provided advice is 2009 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:19.

Financial Adviser Number: 000243344
Financial Adviser Name: JENNA WHEELER
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2009
Adviser Town: Palm Beach
Adviser State: QLD
Adviser Postcode: 4221
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Licence Number: 000234951
    Licence ABN: 11074608558
    The company(ies) or people who control the licensee's business: CENTREPOINT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2012-05-25
    The date the Financial Adviser ceased the appointment: 2015-05-20
    Authorised Representative Name: CENTAUR FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000342372
    Rep Appointed ABN: 20139741450
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
    Provides details on areas the Financial Adviser is restricted from giving advice on: restricted from giving advice in Self Managed Superannuation Funds
  2. Financial Adviser Status: Ceased
    Name of the licence holder: SUNCORP FINANCIAL SERVICES PTY LTD
    Licence Number: 000229885
    Licence ABN: 50010844621
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2003-11-20
    The date the Financial Adviser ceased the appointment: 2004-04-07
    Authorised Representative Name: SOUTH COAST INSURANCE PLANNING PTY LTD
    Authorised Representative Number: 000304007
    Rep Appointed ABN: 51094270667
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
  3. Financial Adviser Status: Ceased
    Name of the licence holder: SUNCORP FINANCIAL SERVICES PTY LTD
    Licence Number: 000229885
    Licence ABN: 50010844621
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2005-01-31
    The date the Financial Adviser ceased the appointment: 2005-03-31
    Authorised Representative Name: SOUTH COAST INSURANCE PLANNING PTY LTD
    Authorised Representative Number: 000304007
    Rep Appointed ABN: 51094270667
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
  4. Financial Adviser Status: Ceased
    Name of the licence holder: SUNCORP FINANCIAL SERVICES PTY LTD
    Licence Number: 000229885
    Licence ABN: 50010844621
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2005-06-29
    The date the Financial Adviser ceased the appointment: 2006-07-26
    Authorised Representative Name: SOUTH COAST INSURANCE PLANNING PTY LTD
    Authorised Representative Number: 000304007
    Rep Appointed ABN: 51094270667
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
  5. Financial Adviser Status: Ceased
    Name of the licence holder: SUNCORP FINANCIAL SERVICES PTY LTD
    Licence Number: 000229885
    Licence ABN: 50010844621
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2006-07-26
    The date the Financial Adviser ceased the appointment: 2010-07-01
    Authorised Representative Name: SOUTH COAST INSURANCE PLANNING PTY LTD
    Authorised Representative Number: 000304007
    Rep Appointed ABN: 51094270667
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
  6. Financial Adviser Status: Ceased
    Name of the licence holder: NTI LIMITED
    Licence Number: 000237246
    Licence ABN: 84000746109
    The date the Financial Adviser commenced the appointment: 2009-12-16
    The date the Financial Adviser ceased the appointment: 2010-07-08
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
  7. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN ADVICE NETWORK PTY LTD
    Licence Number: 000472901
    Licence ABN: 13602917297
    The date the Financial Adviser commenced the appointment: 2015-05-01
    The date the Financial Adviser ceased the appointment: 2017-12-12
    Authorised Representative Name: AUSTRALIAN ADVICE NETWORK PTY LTD
    Authorised Representative Number: 000472901
    Rep Appointed ABN: 13602917297
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
  8. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AUSTRALIAN ADVICE NETWORK PTY LTD
    Licence Number: 000472901
    Licence ABN: 13602917297
    The date the Financial Adviser commenced the appointment: 2017-12-13
    Authorised Representative Name: CENTAUR FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000342372
    Rep Appointed ABN: 20139741450
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
    Provides details on areas the Financial Adviser is restricted from giving advice on: Not authorised to give self managed superannuation fund or margin lending advice.

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.