Jason Dalitz
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Jason Dalitz Email & Phone Number

Director at JCD Capital Advisors | Banking Specialist to Corporates, Commercial Businesses and Large Not-For-Profits | Securing off-market deals on bank lending and bank deposits | 0418 881 379 | jason@jcdcapital.com.au at JCD Capital Advisors
Location: Geelong, Victoria, Australia 3 work roles 2 schools
1 work email found @westpac.com.au LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@westpac.com.au
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Current company
Role
Director at JCD Capital Advisors | Banking Specialist to Corporates, Commercial Businesses and Large Not-For-Profits | Securing off-market deals on bank lending and bank deposits | 0418 881 379 | jason@jcdcapital.com.au
Location
Geelong, Victoria, Australia

Who is Jason Dalitz? Overview

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Jason Dalitz is listed as Director at JCD Capital Advisors | Banking Specialist to Corporates, Commercial Businesses and Large Not-For-Profits | Securing off-market deals on bank lending and bank deposits | 0418 881 379 | jason@jcdcapital.com.au at JCD Capital Advisors, based in Geelong, Victoria, Australia. AeroLeads shows a work email signal at westpac.com.au and a matched LinkedIn profile for Jason Dalitz.

Jason Dalitz previously worked as Director at Jcd Capital Advisors and Relationship Manager at Westpac. Jason Dalitz holds Bachelor’S Degree, Accounting And Finance from Charles Sturt University.

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Email format at JCD Capital Advisors

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{first}.{last}@westpac.com.au
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Profile bio

About Jason Dalitz

Jason is the managing director of JCD Capital Advisors Pty Ltd. Having spent the last six years of his career at one of Australia's largest commercial banks, he is passionate about helping organisations prosper and grow. Jason prides himself on his excellent communication skills and providing transparent, professional advice to his clientsJCD Capital Advisors is a boutique capital advisory firm. We assist our clients with securing off-market deals on their bank lending and bank deposits. We specialise in advising fund managers, listed entities, corporates, large commercial businesses and large not-for-profit organisations. We also provide tailored solutions to business owners and their families.

Listed skills include Customer Service, Teamwork, Microsoft Office, Social Media, and 11 others.

Current workplace

Jason Dalitz's current company

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JCD Capital Advisors
Jcd Capital Advisors
Director at JCD Capital Advisors | Banking Specialist to Corporates, Commercial Businesses and Large Not-For-Profits | Securing off-market deals on bank lending and bank deposits | 0418 881 379 | jason@jcdcapital.com.au
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3 roles

Jason Dalitz work experience

A career timeline built from the work history available for this profile.

Director

Current

Greater Melbourne Area

JCD Capital Advisors is a boutique capital advisory firm. We assist our clients with securing off-market deals on their bank lending and bank deposits. We specialise in advising fund managers, listed entities, emerging corporates, large commercial businesses and large not-for-profit organisations. We also provide tailored solutions to business owners and.

Jul 2024 - Present

Relationship Manager

Geelong, Victoria, Australia

  • Managing a portfolio of Commercial Business Banking customers to increase depth of relationship, build customer advocacy and provide solutions to meet customer needs.Key Responsibilities:
  • Take ownership of a portfolio of high value clients through regular proactive contact and interaction.
  • Conduct face-to-face customer meetings to discuss the full financial needs of the client.
  • Conducting cash flow, risk and financial statement analysis.
  • Fulfil customer financial needs by identifying sales and referral opportunities
Apr 2022 - Jun 2024

Assistant Relationship Manager

Geelong, Australia

  • Assisting in managing a portfolio of Commercial Business Banking customers to increase depth of relationship, build customer advocacy and provide solutions to meet customer needs.Key Responsibilities:
  • Take ownership of a portfolio of high value clients alongside the Senior/Relationship Managers through regular proactive contact and interaction.
  • Conduct face-to-face customer meetings, alongside Senior/Relationship Managers, to discuss the full financial needs of the client.
  • Conducting cash flow, risk and financial statement analysis.
  • Fulfil customer financial needs by identifying sales and referral opportunities
Dec 2017 - Apr 2022
2 education records

Jason Dalitz education

Diploma Of Finance And Mortgage Broking Management, Finance, General

Entry Education
FAQ

Frequently asked questions about Jason Dalitz

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What company does Jason Dalitz work for?

Jason Dalitz works for JCD Capital Advisors.

What is Jason Dalitz's role at JCD Capital Advisors?

Jason Dalitz is listed as Director at JCD Capital Advisors | Banking Specialist to Corporates, Commercial Businesses and Large Not-For-Profits | Securing off-market deals on bank lending and bank deposits | 0418 881 379 | jason@jcdcapital.com.au at JCD Capital Advisors.

What is Jason Dalitz's email address?

AeroLeads has found 1 work email signal at @westpac.com.au for Jason Dalitz at JCD Capital Advisors.

Where is Jason Dalitz based?

Jason Dalitz is based in Geelong, Victoria, Australia while working with JCD Capital Advisors.

What companies has Jason Dalitz worked for?

Jason Dalitz has worked for Jcd Capital Advisors and Westpac.

How can I contact Jason Dalitz?

You can use AeroLeads to view verified contact signals for Jason Dalitz at JCD Capital Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jason Dalitz attend?

Jason Dalitz holds Bachelor’S Degree, Accounting And Finance from Charles Sturt University.

What skills is Jason Dalitz known for?

Jason Dalitz is listed with skills including Customer Service, Teamwork, Microsoft Office, Social Media, Google Adwords, Market Research, Microsoft Excel, and Strategic Planning.

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