James Wheatley's Professional Contact Details

HQ
+61 384199800
Location
Melbourne, Victoria

James Wheatley's Current Company Details

Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future. From tax compliance essentials to financial planning and lending solutions, you will have one f...
Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future. From tax compliance essentials to financial planning and lending solutions, you will have one firm that can help with all aspects of your financial requirements. Progressive and future-focused, Wilson Pateras' Principals Chris Wilson and Nicholas Pateras lead a team of expert accountants, business strategists, brokers and consultants, offering a holistic approach to your personal or business finance journey. In today's environment of fast-paced changes to governing legislation, individuals and entrepreneurs need more than just accountants to enjoy success and financial security. Wilson Pateras make available a variety of expert services to take care of their immediate financial concerns, whilst planning for wealthy, successful futures.Strategy is at the core of Wilson Pateras' philosophy, in collaboration with our clients, we plan methodically for their future. It is a mix of problem solving, technical expertise in accounting and business strategy, and the empathy to deeply listen that sets us apart.
accounting
lending
finance
financial planning
business advisory
smsf
taxation
property
home loans
financial services
b2b

James Wheatley's Work History and Education

Wilson Pateras Accountants & Advisors
Senior Financial Advisor
2022 - Present
Mercer
Senior Financial Adviser
2017 - 2022 • 5 years
Whittle & Skok Financial Services
Financial Adviser
2012 - 2017 • 5 years
Maritime Super
Associate Financial Adviser
2011 - 2012 • 1 year
Industry Fund Services
Paraplanner
2008 - 2011 • 3 years

Others Named James Wheatley

Secondary Mathematics Specialist at Indian River School District
Senior Area Manager at Agoda
Director of Distribution at Community Beer Works
Senior Manager at Walmart
Senior People Operations Administrator at OLIVER Agency
Compliance Coordinator/Operator at Clearford
Marketing Director at WhistleOut
Web Developer at EnterWorks

Frequently Asked Questions about James Wheatley


What company does James Wheatley work for?

James Wheatley works for Wilson Pateras Accountants & Advisors.

What is James Wheatley's role at Wilson Pateras Accountants & Advisors?

James Wheatley's role at Wilson Pateras Accountants & Advisors is Senior Financial Advisor.

What is James Wheatley's email address?

James Wheatley's email address is j**@wilsonpateras.com.au.

What is James Wheatley's business email address?

James Wheatley's business email address is j**@wilsonpateras.com.au.

What is James Wheatley's HQ phone number?

James Wheatley's HQ phone number is +61 384199800.

What industry does James Wheatley work in?

James Wheatley works in the Financial Services industry.

Who are James Wheatley's colleagues?

James Wheatley's colleagues are Jamie Sutherland, Keith Naismith, Lidya Ertanto, Matthew Arthur and more.

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