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 @ Wilson Pateras Accountants & Advisors
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2017 - 2022 Senior Financial Adviser @ Mercer
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2012 - 2017 Financial Adviser @ Whittle & Skok Financial Services

2011 - 2012 Associate Financial Adviser @ Maritime Super
2008 - 2011 Paraplanner @ Industry Fund Services
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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

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James Wheatley Skills

Microsoft Excel
Investments
Financial Planning

Portfolio Management
Financial Services
Insurance
Wealth Management
Xplan
XTools
Management

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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.

James Wheatley Emails

Found 1 emails

@wilsonpateras.com.au

James Wheatley Phone Numbers

Found 1 phone numbers

+61 423 304XXXX

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