About Wheeler Financial Advisers

  • Finance / Refinancing / Mortgages

    • To ensure our clients are comfortable with their finance / mortgage with regular reviews. We also assist with the "repricing" of existing loans to reduce your interest rate and cost.  More importantly, we aim to show strategies on how to reduce the term of loans and overall repayments in a structured manner.

  • Personal Insurance – Life, Total & Permanent Disablement (TPD), Trauma, Income Protection and Business Expenses Cover

    • Our aim is to provide clients with the peace of mind and knowledge that should sickness, accident, terminal illness or death occur, their lifestyle, liabilities and family are financially protected.

    • You need to be made aware of the appropriate insurances for your Risk Management Plan.

Wheeler Financial Advisers have been in business assisting clients for over 25 years, with our main areas of expertise being;

 

We assist in providing suitable and appropriate solutions for both Insurance and Finance as well as quality referral services in other areas (see "services" for more information) . Our referral services are constantly monitored and put out to tender to ensure they remain first class.

 

Ian Wheeler is an Authorised Representative for Insurance along with being a Mortgage Broker, holding membership with a number of professional associations. 

 

Association of Financial Advisers

Finance Brokers Association of Australia

Tax Practitioners Board

Australian Financial Complaints Authority

Wheeler Financial Advisers

PO Box 114, Tullamarine VIC 3043

Tel:  03 9335 5565

Email: admin@wheelerfinancial.com.au

ABN 27 208 200 343

Ian Wheeler is an Authorised Representative of Affinia Financial Advisers Limited (Authorised Representative No. 255785). Affinia Financial Advisers is a holder of an Australian Financial Services Licence No. 237857 issued by the Australian Securities and Investments Commission (ASIC).

ASIC Authorised Credit Representative No. 503892

Website Disclaimer.

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.

© 2019 BY WHEELER FINANCIAL ADVISERS