Wheeler Financial Services customers

Information provided by Bendigo Financial Planning

We welcome former customers of Wheeler Financial Services to Bendigo Financial Planning.

In October 2013, Bendigo Financial Planning Limited, a subsidiary of Bendigo and Adelaide Bank Limited and Wheeler Financial Services (Wheelers) signed a sale agreement under which Bendigo Financial Planning acquired Wheelers.

Following this sale, planners transitioning from Wheelers will operate as part of Bendigo Financial Planning.

To help ensure minimal disruption to you, Wheelers staff will remain within the business and will continue to work from their existing office located at 16 Pakington Street in Geelong West. However, the Wheelers brand will change from Wheeler Financial Services to Bendigo Financial Planning.

Bendigo Financial Planning is one of Australia's leading financial planning services. It has built a solid reputation for its strong connection to customers, and support for hundreds of communities that Bendigo Bank operates in across Australia.

Find out more about Bendigo Financial Planning.


Financial Services Guide

Disclaimer

Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (Sandhurst) is a subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879 (the Bank). Both of these companies receive remuneration on the issue of the product or service they provide. Sandhurst is the responsible entity and issuer of the managed funds available on this website, and is also the trustee and issuer of the Bendigo Superannuation Plan and its sub-plan Bendigo SmartStart Super® ABN 57 526 653 420. Investments in these products are not deposits with, guaranteed by, or liabilities of the Bank and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested. Before making an investment decision in relation to one of these products you should consider your situation and read the relevant Product Disclosure Statement and Sandhurst Financial Services Guide available at www.sandhursttrustees.com.au.

Traditional trustee company services (such as Will writing, estate administration and power of attorney services) are provided by Sandhurst.
 
The Bendigo Funeral Bond is issued by Australian Friendly Society ABN 29 087 648 851 AFSL 247028, and administered by Sandhurst. The Bendigo Funeral Bond is a capital guaranteed by Australian Friendly Society. 

Financial advice services are provided by representatives of Bendigo Financial Planning Limited ABN 81 087 585 073 AFSL 237898, a related entity of Sandhurst and a subsidiary of the Bank. Bendigo Financial Planning receives remuneration on the services it provides.

The content on these webpages has been jointly prepared by Sandhurst and Bendigo and Adelaide Bank and contains general advice only. Advice in relation to superannuation and managed investment schemes is provided by Sandhurst and advice in relation to life risk insurance is provided by Bendigo and Adelaide Bank. It is provided as general information and must not be relied upon as a substitute for financial planning, legal, tax or other professional advice. The information is given in good faith and has been derived from sources believed to be accurate at its issue date. Neither Sandhurst nor the Bendigo and Adelaide Bank give any warranty for the reliability or accuracy or accept any responsibility arising in any way, including by reason of negligence for errors or omissions for the information contained on this website. The information contained on this website is subject to change without notice. Neither Sandhurst nor the Bendigo and Adelaide Bank has an obligation to update, modify or amend this website or notify you in the event that a matter of opinion or projection stated changes or subsequently becomes inaccurate.

Neither Sandhurst nor Bendigo and Adelaide Bank is responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner. Links to other sites are provided for convenience only and do not represent any endorsement by Sandhurst or the Bendigo and Adelaide Bank of the products offered by the site owner.

Refer to the Bendigo and Adelaide Bank terms of use for information that governs this website.