Travis Whelan
Managing Director at Seeder Finance Pty Ltd- Claim this Profile
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Bio
Credentials
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Westpac People Leader Development Program
AGSM @ UNSW Business SchoolMar, 2019- Oct, 2024
Experience
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Seeder Finance Pty Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Managing Director
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Aug 2022 - Present
Travis has over a decade of experience in the finance industry, having started his career at Westpac in 2010. At Westpac he managed clients across numerous industries, requiring him to understand their cash flow requirements and challenges, and ensure his advice was tailored to their unique situation. Travis is passionate about assisting small businesses to thrive and succeed in their dreams. He knows that every great idea starts as a seed. A seed which, with the right nurturing, advice, support and dedication, allows your idea to grow into what it is meant to be.As a father of two, Travis also understands how nuanced and unpredictable life can be, and how precious time is. For that reason, he wants to help people spend less time on complex finance matters, and more time enjoying the best parts of life.
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Westpac
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Australia
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Banking
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700 & Above Employee
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Senior Lending Manager
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Nov 2021 - Aug 2022
My role as a Senior Lending Manager is multi-faceted as follows:- Writing consumer lending transactions to ensure they are compliant within regulatory codes- Analysing financials and writing business transactions, assessing adequate risks to both bank and customer- Training & development of Westpac employees both in my direct team and in other business units- Being involved in change projects to ensure a better end to end user experience for customers and bankers alike
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Lending Manager
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Mar 2020 - Oct 2021
My role as a Lending Manager is multi-faceted as follows:- Writing consumer lending transactions to ensure they are compliant within regulatory codes- Analysing financials and writing business transactions, assessing adequate risks to both bank and customer- Training & development of Westpac employees both in my direct team and in other business units- Being involved in change projects to ensure a better end to end user experience for customers and bankers alike
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Senior Relationship Manager: Real Estate & Strata
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Oct 2018 - Mar 2020
Relationship Managed a portfolio dedicated to the property services industry within the Westpac Commercial Banking team in Melbourne CBD.
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Senior Business Banker
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Jun 2017 - Sep 2018
Relationship Managed 100+ higher value trading businesses and assisted with all of their business goals & needs.
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Local Business Banker
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Jul 2013 - Jun 2017
The Local Business Banker Role consists of:- Relationship Management of 220+ Small to Medium Business Clients & Self Managed Super Fund Investors- Quality Needs Based Conversations- Credit Writing & Structuring- Training & Development of Local Business Owners- Training & Development of Westpac Staff- Development of Networks- Proactive Calling- Relationship Management with Accounting & Broking referral sources
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Personal Banker Business
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Nov 2010 - Jun 2013
The Personal Banker Business Role consists of:- Relationship Building with Personal & Business Clients- Quality Needs Based Conversations- Training & Development of Westpac Staff
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Graduate
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Feb 2010 - Nov 2010
During my graduate year at Westpac, I spent time in the Commercial Banking Relationship Management team in Ringwood as well as the Commercial Credit Teams across Ringwood, Kingston & Head Office in Melbourne.
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Education
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2006 - 2009
Monash University
Bachelor of Commerce (B.Com.), Finance & Econometrics
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