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Jenna Wheeler

Jenna Wheeler

Financial Adviser

MFinPlan, GradDipFinPlan

Known for her commitment to educating, engaging, and inspiring as many people as possible, Jenna is a true leader.

Jenna is part of the financial advice team at Centaur Financial Services. She holds a Graduate Diploma in Financial Planning and is currently completing her Masters in Financial Planning.

She has spent the past 17 years honing her craft and is well-placed to guide you toward security and success in your finances. She is happiest for clients when they reach their goals, whether they be small wins or major milestones like retirement.

Jenna is passionate about her family and her work. She believes her family always comes first and, watching her children grow gives her the greatest joy.

She believes we should always take some of the play, fun, freedom and wonder of the weekend into our week and our work.

Today, Jenna has committed her career to working with positive individuals who want to plan and invest, in preparation for their dream retirement, which has transformed into her life’s passion.

Authorised Representative Number 243344

Qualifications

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

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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