JENNA WHEELER

Jenna brings more than 23 years of experience in the financial advice profession, having worked across administration, client services, paraplanning, compliance management and financial advice.

Her broad experience has given her a strong understanding of the entire advice process and, most importantly, the client journey. Jenna is passionate about helping people feel informed, supported and confident in the decisions they make about their financial future.

Her approach is grounded in honesty, compassion, integrity and care. Jenna takes the time to understand each client's individual circumstances, goals and concerns, and believes good advice should be clear, practical and empowering without feeling overwhelming.

She is experienced across a broad range of advice areas, with a passion and expertise in retirement planning, wealth-building strategies and entity structures. Jenna holds a Master of Financial Planning and is qualified to provide advice in Self-Managed Superannuation Funds and Tax (Financial Advice).

For Jenna, the most rewarding part of being an adviser is seeing clients achieve their goals and knowing the advice process has made a meaningful difference in their lives.

Outside of work, Jenna enjoys spending time with her husband Ben and their children, Savanna and Jaxon. Family time often includes trips to the beach, boating and travelling together. She also enjoys reading, a good caramel latte, true-crime and Hamish & Andy podcasts.

Jenna was drawn to OakView Financial because of its focus on making quality financial advice more accessible to Australians, an approach that strongly aligns with her own values.