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Jenna Wheeler

Jenna Wheeler

Financial Adviser

MFinPlan, GradDipFinPlan

With her meticulous nature combined with unparalleled experience, Jenna offers her clients here at Centaur Financial Services, superior client service at every turn.

Known for her commitment to educating, engaging, and inspiring as many people as possible, Jenna is considered a true leader. She has the drive and tenacity to help her clients keeping forward momentum going with a game plan, a strategy, and the determination to keep their goals alive even in the face of seemingly insurmountable odds.

Jenna has the ability to encourage and guide people to re-align with what is important to them.

Jenna is a crucial part of the financial advisor team here at Centaur Financial Services, always conveying professionalism and understanding. She holds a Graduate Diploma in Financial Planning and is currently completing her master’s in financial planning.

Having spent the past 18 years honing her craft, Jenna’s initiative, and accuracy to provide a first-rate client experience has her well-placed to guide you toward security and success in your finances. She is happiest for clients when they reach their goals and objectives, whether they be small wins or major milestones like retirement.

Family means everything to Jenna and watching her children grow and flourish gives her the greatest joy. She believes that we should always take some of the fun, freedom and wonder of the weekend into our week at work.

Jenna’s personal mantra truly resonates with her and her role and has proved to be the helping hand many clients have needed to help improve their financial house and achieve their goals and objectives

Today, Jenna has committed her career to work with positive individuals who want to plan and invest, whether it be in preparation for a house deposit or for their dream retirement, which has transformed into her life’s passion.

Jenna is a proud supporter of the Smith Family and Sponsoring a Child. “Children are unable to make decisions for themselves and these children are negatively impacted by decisions that are made on their behalf by adults. By sponsoring a child Jenna believes that contributing to their education to help them achieve one day their own personal goals.

Qualifications

Graduate Diploma in Financial Planning
Masters Financial Planning (in progress).

Jenna is a Sub Authorised Representative (#243344) of Centaur Financial Services, Corporate Authorised Representative (#342372) of Australian Advice Network Pty Ltd.

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

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