Andrew Whelan Email & Phone Number
Executive Director and Founder @ Loyalty Financial Group
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Andrew Whelan Location
- Sydney, NSW, AU
Andrew Whelan Work
- 2021 -now Executive Director and Founder @
- 2020 -2020 Director and Senior Partner @ Ottavo Financial Group
- 2017 -2020 General Manager @ Spencer Fuller and Associates
- 2015 -2017 Partnership Manager @ Charter Financial Planning
- 2009 -2012 Practice Manager @
- 2004 -2009 Regional Manager - Financial Planning @ FuturePlus Financial Services
Andrew Whelan Education
- University of Technology, Sydney
(Lean Six Sigma)
2011-2011 - University of New South Wales
Master of Arts (M.A.) (History and Political Science)
1988-1992 - St Josephs College Hunters Hill 1982-1987
Andrew Whelan Skills
- Financial Services
- Strategic Financial Planning
- Superannuation
- Wealth Management
- Wealth
- Financial Advisory
- Income Protection
- High Net Worth Individuals
- Retirement Planning
- Insurance
- Investment Strategies
- Executive Coaching
- Financial Planners
- Training
- Leadership
- Public Speaking
- Relationship Management
- Workshop Facilitation
- Business Strategy
- Executive Facilitation
- Wealth Accumulation
- Financial Planning
- Technical Writing
- Management
- Business Relationship Management
- Change Management
- Project Management
- Finance
- Microsoft Office
- Healthcare
Andrew Whelan Summary
- Andrew Whelan, based in Sydney, NSW, AU, is currently a Executive Director and Founder at Loyalty Financial Group. Andrew Whelan brings experience from previous roles at Ottavo Financial Group, Spencer Fuller and Associates, Charter Financial Planning and BT Financial Group. Andrew Whelan holds a 2011 - 2011 University of Technology, Sydney. With a robust skill set that includes Financial Services, Strategic Financial Planning, Superannuation, Wealth Management, Wealth and more. Andrew Whelan has 2 emails and 3 mobile phone numbers on RocketReach.
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