Paul Wheeler
STEEL LAKE PTY LTD · Warners Bay NSW 2282 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001006950
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative STEEL LAKE PTY LTD (no. 001007036)Since 11 November 2024
- Principal business address
- Warners Bay NSW 2282
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2024 – presentALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative STEEL LAKE PTY LTD (no. 001007036)
- CEASEDMay 2024 – Oct 2024SPS LICENCE PTY LTD · AFSL 497949
- CEASEDJun 2017 – Mar 2024GPS WEALTH LTD · AFSL 254544Through authorised representative ACUMON FINANCIAL SERVICES PTY LIMITED (no. 001232849)
- CEASEDApr 2015 – May 2017TMG LICENSEE SERVICES PTY LTD · AFSL 325652Through authorised representative I - GROUP FINANCIAL PLANNING PTY LIMITED (no. 000287477)
- CEASEDJan 2011 – Apr 2015ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD · AFSL 258853
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Advanced Diploma of Financial Planning
Kaplan · 2015
Statement of Attainment SMSF
Kaplan · 2013
Diploma of Financial Services (Financial Planning)
Kaplan · 2011
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Paul Wheeler claims the profile.
Reviews
Not yet reviewed
No client has reviewed Paul Wheeler on Souffle yet.
Contacting Paul Wheeler
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
STEEL LAKE PTY LTD
Authorised by ALLIANCE WEALTH PTY LTD · AFSL 449221
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
Once Paul Wheeler claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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