Financial Adviser · MACKAY, QLD

Jacob John Wheatley

MACKAY, QLD

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001310510

Currently at

Enlightened Financial Solutions

Mackay, QLD (firm address)

View firm profile

About Jacob John Wheatley

Jacob John Wheatley is a financial adviser based in Mackay, Queensland, with 1 year of experience in the financial services industry since 2025. Jacob is currently authorised under Enlightened Financial Solutions. Jacob holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacob's qualifications include a Bachelor of Business (Management and Financial Planning) from Central Queensland University. Jacob is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Restrictions: Excluded Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2022

Bachelor of Business (Management and Financial Planning)

Central Queensland University

2026

Debt Strategies

Kaplan Higher Education Pty Ltd

Registration History

Enlightened Financial Solutions Pty Ltd

Jul 2024 - Present Current

Excluded Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register