James Wheatley Email & Phone Number
Senior Financial Advisor @ Wilson Pateras Accountants & Advisors
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James Wheatley Location
- Melbourne, VIC, AU
James Wheatley Work
- 2022 -now Senior Financial Advisor @
- 2017 -2022 Senior Financial Adviser @
- 2012 -2017 Financial Adviser @ Whittle & Skok Financial Services
- 2011 -2012 Associate Financial Adviser @ Maritime Super
- 2008 -2011 Paraplanner @
James Wheatley Education
- Deakin University
Certified Financial Planner (Financial Planning and Services)
2015-2016 - University of Melbourne
Bachelor of Commerce (BCom) (Accounting and Finance)
2004-2007 - FASEA
Ethics (Financial Planning and Services)
- FASEA Financial Adviser Exam
James Wheatley Skills
- Microsoft Excel
- Investments
- Financial Planning
- Portfolio Management
- Financial Services
- Insurance
- Wealth Management
- Xplan
- XTools
- Management
James Wheatley Summary
- James Wheatley, based in Melbourne, VIC, AU, is currently a Senior Financial Advisor at Wilson Pateras. James Wheatley brings experience from previous roles at Mercer, Whittle & Skok Financial Services, Maritime Super and Industry Fund Services. James Wheatley holds a 2015 - 2016 Certified Financial Planner in Financial Planning and Services @ Deakin University. With a robust skill set that includes Microsoft Excel, Investments, Financial Planning, Portfolio Management, Financial Services and more. James Wheatley has 1 emails and 1 mobile phone numbers on RocketReach.
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