James Wingate Email & Phone Number
National Manager @ AIA Australia
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James Wingate Location
- Melbourne, VIC, AU
James Wingate Work
- 2025 -now National Manager @
- 2023 -2025 Regional Manager Client Development - VIC and TAS @
- 2020 -2023 Regional Manager Client Development - VIC and TAS and WA and SA @
- 2019 -2021 National Account Manager @
- 2015 -2019 Senior Client Development Manager @
- 2013 -2015 Client Development Manager @
- 2011 -2013 Senior Client Development Support @
- 2011 -2011 Senior Insurance Specialist @
- 2005 -2011 Financial Adviser @ Lifelong Financial Solutions
James Wingate Education
- Kaplan Australia
Diploma (Financial Planning)
2009-2009 - Swinburne University of Technology
Bachelor of Business (eCommerce)
2003-2005
James Wingate Skills
- Banking
- Life Insurance
- Wealth Management
- Relationship Management
- Financial Planning
- Microsoft Office
- Marketing
- Term Life Insurance
- Strategic Financial Planning
- Superannuation
- Leadership
- Disability Insurance
- Insurance
- Critical Illness
- JavaScript
- Financial Services
- Income Protection
- Microsoft Excel
- Financial Advisory
- Customer Service
James Wingate Summary
- James Wingate, based in Melbourne, VIC, AU, is currently a National Manager at AIA Australia. James Wingate brings experience from previous roles at AIA Australia. James Wingate holds a 2009 - 2009 Diploma in Financial Planning @ Kaplan Australia. With a robust skill set that includes Banking, Life Insurance, Wealth Management, Relationship Management, Financial Planning and more. James Wingate has 2 emails and 1 mobile phone numbers on RocketReach.
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