Wheeler Financial Services Fund
Established by W E (Pat) Wheeler in 1964, Wheeler Financial Services has stood the test of time and is now one of Geelong’s longest standing businesses providing financial advice and services with the highest degree of integrity.
All advisors at this privately owned firm are members of the Financial Planning Association of Australia and operate within its Code of Ethics. All have tertiary qualifications, years of training and experience and are RG146 compliant.
Over 48 years in operation, growth has paced demand for sound advice. Now, 15 staff provide advice for clients in finance and investment, financial planning, superannuation planning and investment, social security and aged care advice, along with finance, insurance and estate planning.
Wheeler’s advisors utilise advanced software to develop efficient and appropriate models and financial plans for their clients. Self-Managed Superannuation Fund establishment, investment and administration services, provided over many years, are cost effective.
The firm has always been involved with Geelong organisations such as Lifeline, Geelong Chamber of Commerce, Geelong Business Club, Rotary and Committee for Geelong. As a long term and very successful business supported by clients across the region and interstate, Wheelers, the advisors and staff are very pleased to put back into our community through a Geelong Community Foundation Named Fund.