Senior Financial Advisor
Current
Aug 2022 - Present
AeroLeads people directory · profile
James Wheatley Email & Phone Number
Senior Financial Adviser at Wilson Pateras
at
Wilson Pateras
1 work email found
@wilsonpateras.com.au
1 phone found area 142
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Adviser at Wilson Pateras
Location
Greater Melbourne Area, Australia, Australia
Company size
Who is James Wheatley? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Wheatley is listed as Senior Financial Adviser at Wilson Pateras at Wilson Pateras, a company with 44 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at wilsonpateras.com.au, phone signal with area code 142, and a matched LinkedIn profile for James Wheatley.
James Wheatley previously worked as Senior Financial Advisor at Wilson Pateras and Senior Financial Adviser at Mercer. James Wheatley holds Bachelor Of Commerce (Bcom), Accounting And Finance from University Of Melbourne.
Company email context
Email format at Wilson Pateras
This section adds company-level context without repeating James Wheatley's masked contact details.
{first_initial}{last}@wilsonpateras.com.au
89% confidence
AeroLeads found 1 current-domain work email signal for James Wheatley. Compare company email patterns before reaching out.
Profile bio
About James Wheatley
Certified Financial Adviser with over 10 years experience in advice and passionate about providing quality professional advice to my clients.I love problem solving and diving deep into my client's financial position to really understand their position and what they want to achieve. To me, the best part of being an Adviser is when I can share important milestones with my clients, whether that be buying their first home or enjoying the fruits of their hard work and living the retirement dream!
Listed skills include Microsoft Excel, Investments, Financial Planning, Portfolio Management, and 5 others.
Current workplace
James Wheatley's current company
Company context helps verify the profile and gives searchers a useful next step.
Wilson Pateras
5 roles
James Wheatley work experience
A career timeline built from the work history available for this profile.
Senior Financial Adviser
Jun 2017 - Aug 2022
Financial Adviser
Whittle & Skok Financial Services
Apr 2012 - May 2017
Associate Financial Adviser
Maritime Super
Apr 2011 - Apr 2012
Paraplanner
Apr 2008 - Apr 2011
Team & coworkers
Colleagues at Wilson Pateras
Other employees you can reach at wilsonpateras.com.au. View company contacts for 44 employees →
LL
Lisa Levison
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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SN
Sash Nikolovski
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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LF
Lasadi Felsinger Cfp®
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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CM
Carol Mallows
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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PB
Peter Brierley
Colleague at Wilson PaterasMelbourne, Victoria, Australia, Australia
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DR
Diana Rajkumar
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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PW
Peter Watmuff
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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CV
Catherine Vu
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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MK
Megan Kerr
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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JW
Jackson Wang
Colleague at Wilson PaterasGreater Melbourne Area, Australia
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Lisa Levison
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
SN
Sash Nikolovski
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
LF
Lasadi Felsinger Cfp®
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
CM
Carol Mallows
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
PB
Peter Brierley
Colleague at Wilson PaterasMelbourne, Victoria, Australia, Australia
View →
DR
Diana Rajkumar
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
PW
Peter Watmuff
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
CV
Catherine Vu
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
MK
Megan Kerr
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
JW
Jackson Wang
Colleague at Wilson PaterasGreater Melbourne Area, Australia
View →
4 education records
James Wheatley education
Bachelor Of Commerce (Bcom), Accounting And Finance
Certified Financial Planner, Financial Planning And Services
Ethics, Financial Planning And Services
Fasea
Education record
Fasea Financial Adviser Exam
FAQ
Frequently asked questions about James Wheatley
Quick answers generated from the profile data available on this page.
What company does James Wheatley work for?
James Wheatley works for Wilson Pateras.
What is James Wheatley's role at Wilson Pateras?
James Wheatley is listed as Senior Financial Adviser at Wilson Pateras at Wilson Pateras.
What is James Wheatley's email address?
AeroLeads has found 1 work email signal at @wilsonpateras.com.au for James Wheatley at Wilson Pateras.
What is James Wheatley's phone number?
AeroLeads has found 1 phone signal(s) with area code 142 for James Wheatley at Wilson Pateras.
Where is James Wheatley based?
James Wheatley is based in Greater Melbourne Area, Australia, Australia while working with Wilson Pateras.
What companies has James Wheatley worked for?
James Wheatley has worked for Wilson Pateras, Mercer, Whittle & Skok Financial Services, Maritime Super, and Industry Fund Services.
Who are James Wheatley's colleagues at Wilson Pateras?
James Wheatley's colleagues at Wilson Pateras include Lisa Levison, Sash Nikolovski, Lasadi Felsinger Cfp®, Carol Mallows, and Peter Brierley.
How can I contact James Wheatley?
You can use AeroLeads to view verified contact signals for James Wheatley at Wilson Pateras, including work email, phone, and LinkedIn data when available.
What schools did James Wheatley attend?
James Wheatley holds Bachelor Of Commerce (Bcom), Accounting And Finance from University Of Melbourne.
What skills is James Wheatley known for?
James Wheatley is listed with skills including Microsoft Excel, Investments, Financial Planning, Portfolio Management, Financial Services, Insurance, Wealth Management, and Xplan.
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