Our Team

Ian Wheeler - Authorised Representative (Insurance) & Mortgage Broker (Finance)

Personalised advice in the areas of Finance & Insurance Solutions,

and frustrated bass guitarist trying to play rock 'n roll.

Anne Lawrence – Office & Practice Manager

Client service in areas of Claims and overall office procedure,

and one-eyed Geelong supporter.

Kate O’Donovan – IT / Marketing Manager

Client service, insurance administration and website development,

who also juggles fitness & being a mum.

Casey Ferdusi –  Finance & Insurance Administration

Finance serviceability / administration & insurance reviews,

along with being a gourmet food lover and European traveler.

Lucky –  Office Cat

Provides HR comfort and finds the sunny spots in the office to have mid morning and afternoon snoozes.

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