Jenna Wheeler
OAKVIEW FINANCIAL PTY LTD · Southport QLD 4215 · Advising since 2009
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000243344
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- OAKVIEW FINANCIAL PTY LTD · AFSL 513068Since 17 August 2026
- Principal business address
- Southport QLD 4215
- First year providing advice
- 2009
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2026 – presentOAKVIEW FINANCIAL PTY LTD · AFSL 513068
- CEASEDMar 2024 – Jul 2026SGN FINANCIAL PTY LTD · AFSL 490523Through authorised representative STERLING GROUP & ASSOCIATES PTY LTD (no. 001269185)
- CEASEDMar 2023 – Jan 2024AUSTRALIAN ADVICE NETWORK PTY LTD · AFSL 472901Through authorised representative RFS ADVICE PTY LTD (no. 000402849)
- CEASEDDec 2017 – Dec 2021AUSTRALIAN ADVICE NETWORK PTY LTD · AFSL 472901Through authorised representative CENTAUR FINANCIAL SERVICES PTY LTD (no. 000342372)
- CEASEDMay 2015 – Dec 2017AUSTRALIAN ADVICE NETWORK PTY LTD · AFSL 472901
- CEASEDMay 2012 – May 2015PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative CENTAUR FINANCIAL SERVICES PTY LTD (no. 000342372)
- CEASEDDec 2009 – Jul 2010NTI LIMITED · AFSL 237246
- CEASEDJul 2006 – Jul 2010SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885Through authorised representative SOUTH COAST INSURANCE PLANNING PTY LTD (no. 000304007)
- CEASEDJun 2005 – Jul 2006SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885Through authorised representative SOUTH COAST INSURANCE PLANNING PTY LTD (no. 000304007)
- CEASEDJan 2005 – Mar 2005SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885Through authorised representative SOUTH COAST INSURANCE PLANNING PTY LTD (no. 000304007)
- CEASEDNov 2003 – Apr 2004SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885Through authorised representative SOUTH COAST INSURANCE PLANNING PTY LTD (no. 000304007)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Master of Financial Planning
Kaplan Higher Education Pty Limited · 2023 · Masters Degree (AQF 9)
Self Managed Superannuation Funds
Kaplan Professional · 2021 · Other
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education Pty Limited · 2019 · Other
TASACLv1 Commercial law
Kaplan Higher Education Pty Limited · 2017 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jenna Wheeler claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jenna Wheeler on Souffle yet.
Contacting Jenna Wheeler
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
OAKVIEW FINANCIAL PTY LTD · AFSL 513068
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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