James Whelan Email & Phone Number
Head of Distribution @ INVESTHOUSE
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James Whelan Location
- Sydney, NSW, AU
James Whelan Work
- Head of Distribution @ (July 2025 - Present)
- Responsible Manager @ (July 2019 - Present)
- Managing Director @ Australian Wealth Manager (October 2023 - July 2025)
- Investment Manager @ VFS Group (March 2016 - October 2023)
- Head of Operations @ (June 2015 - March 2016)
- Senior Relationship Manager @ (February 2014 - June 2015)
- Business Analyst and Project Management @ (August 2009 - February 2014)
- Relationship Manager @ (January 2008 - January 2009)
- Equity Trade Support @ (July 2007 - August 2008)
- Client Advisor @ (July 2005 - July 2007)
James Whelan Education
- FINSIA
Graduate Diploma of Applied Finance (Applied Finance)
2007-2009 - Western Sydney University
Human Resource Management & Industrial Relations (Economics)
2001-2004 - The HIlls Grammar School
HSC
1985-1999
James Whelan Skills
- Asset Management
- Back Office
- Banking
- Building Relationships
- Business Analysis
- CRM
- Consulting
- Data Analysis
- Data Transfer
- Derivatives
- Digital Strategy
- Economics
- Equities
- Equity Research
- Executive Search
- Finance
- Financial Advisory
- Financial Markets
- Financial Services
- Fixed Income
- Fund Management
- Investments
- Management
- Middle Office
- New Business Development
- Operations Management
- Pizza
- Portfolio Management
- Presenter
- Private Equity
- Process Improvement
- Product Ordering
- Project Management
- Radio Presenting
- Regulatory Compliance
- Risk Management
- Securities
- Service Delivery
- Settlement
- Settlements
- Team Building
- Technical Documentation
- Technical Support
- Television Presenting
- Trading
- Trading Systems
- Venture Capital
- Wealth Management
- Brewing
- Marketing
- Change Management
James Whelan Summary
- James Whelan, based in Sydney, NSW, AU, is currently a Head of Distribution at InvestHouse. James Whelan brings experience from previous roles at OKX, Australian Wealth Manager, VFS Group and APP Securities. James Whelan holds a 2007 - 2009 Graduate Diploma of Applied Finance in Applied Finance @ FINSIA. With a robust skill set that includes Asset Management, Back Office, Banking, Building Relationships, Business Analysis and more. James Whelan has 1 emails and 1 mobile phone numbers on RocketReach.
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