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Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

Meet The TeamJacob Wheatley

Jacob Wheatley

Administration Assistant

Jacob grew up in Townsville, left when he was 3, then lived in Emerald and Gladstone before moving to Mackay. 

Throughout Jacob’s childhood he received a Brown belt in Mixed Martial Arts and Bushi Kai Karate and received three 1st place medals and one 2nd place medal in fighting competitions.

Jacob graduated in Grade 12 with an OP 7 at Holy Spirit College. He was very interested in the financial world and knew from an early age that this was the career he wanted to pursue. When Jacob graduated, he started at EFS and is currently studying a bachelor’s of Business and Commerce Majoring in Finance. 

When Jacob is not at work, he is studying, gaming, researching random things (mostly Mythology and History), reading and watching TV Series’.

Jacob’s goals for the future are to be a Financial Planner and to travel to Greece, Rome and possibly Egypt.

 

We at Enlightened Financial Solutions can help youENQUIRE NOW