JENNA WHEELER

PROJECT MANAGER

Jenna’s role at Signate Private Wealth is lead our project team, overseeing the initial stages to implementation and through to the completion of our projects. She will coordinate all aspects of the project, be responsible for targets being met whilst keeping Senior Management and other Stakeholders informed.

Jenna holds a Master of Financial Planning and has over 20 years’ experience in the financial services industry. Her roles over this time range from client services manager, paraplanning, compliance manager and financial adviser. This helps her to understand all facets of the advice process provide a detailed and supportive approach to the project management process.

In her free time, Jenna loves spending time with her husband and two children, going to the beach and travel.

Gold Coast Office

Phone: 07 55 809 489

Address:
Suite 1303, Lakeside 2, Bermuda Point
1 Lake Orr Drive, Varsity Lakes QLD 4227

Email: [email protected]

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Brisbane City Office

Phone: 07 3067 7960

Address:
Suite 3, Level 25
215 Adelaide Street, Brisbane City QLD

Email: [email protected]

Mailing Address:
PO Box 845, Brisbane QLD 4001

Brisbane South Office

Phone: 07 3392 0077

Address:
Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113

Email : [email protected]

Mailing Address:
Suite 375, 7 Clunies Ross Ct, Eight Mile Plains QLD 4113.

Signate Private Wealth is an Authorised Representative of SGN Financial Pty Ltd ABN ABN 40 120 395 904, AFSL 490523.

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