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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

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
There are changes to Superannuation starting 2017. Will this affect you ?   [video width="1280" height="720"...

Financial Planning Assoc. of Australia- Professional Practice of the Year Finalist 2016.

Posted by Admin on January 16, 2017
Enlightened Financial Solutions has been recognised by the leading professional body for financial advisers, the Financial Planning Association of Australia...

A will is important at any age!

Posted by Admin on June 3, 2016
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most...