Aug 2024 - Present
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Jack Stephens Email & Phone Number
Professional Year | Financial Planning
at
WT Financial Group (ASX:WTL)
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Professional Year | Financial Planning
Location
Melbourne, Victoria, Australia
Who is Jack Stephens? Overview
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Quick answer
Jack Stephens is listed as Professional Year | Financial Planning at WT Financial Group (ASX:WTL), based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Jack Stephens.
Jack Stephens previously worked as Professional Year Program at Wt Financial Group (Asx:Wtl) and Pro Shop Attendant & Operations Assistant at Australasian Golf Club. Jack Stephens holds Graduate Diploma Of Financial Planning from Deakin University.
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WT Financial Group (ASX:WTL)
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Profile bio
About Jack Stephens
After starting my first job in a factory at 15, I learnt the value of hard work and found an interest for personal finance as I saved for my first car and planned to develop a career in something I truely enjoyed. I love sports, ever since I was younger I would watch all kinds of sports. I paired this with my passion for business and finance. This led me to completing a Bachelor of Business, majoring in Sport Management and exploring a role within the sport industry. While I enjoyed it, the experience guided me back to my passion for the world of personal finance and investing, where I learnt more about the financial planning industry. I realised through helping my peers, that I have a genuine desire to help other people to reach their financial goals and this matches my skill set in customer relationships and business. I’m actively looking for a professional year within the advice industry and I would love to take on any opportunity possible to develop my professional career in the field.As for my experience thus far, I have years of experience working part-time roles while studying in fast-paced and consumer-driven environments. I've been able to develop key skills, whether that’s building customer rapport with our golf club members, expanding my skills in active communication, honing my ability to work effectively in a team or the many management and organisational skills I’ve had to develop to balance my work with full time study.
Current workplace
Jack Stephens's current company
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5 roles
Jack Stephens work experience
A career timeline built from the work history available for this profile.
Pro Shop Attendant & Operations Assistant
• Professionally handle customers and our advertising stakeholders using effective communication via phone, email and in person conferences.• Assist the manager to implement marketing plans at the course, including increasing our Facebook exposure through post campaigns, website development and email marketing to our members.• Create and deliver advertising for course events and key information for course attendants• Collaborate with the manager to retain and bring in new advertising sponsors.• Use of Microsoft Office and Applications to build newsletters, essential documents and membership lists for the club.• Share our story and our passion for golf with our customers
Nov 2020 - Aug 2024
Marketing & Membership Coordinator For Vfl & Vflw
• Support the implementation of key marketing plans to grow club revenue, grow our digital audience and engage fans. • Created, delivered, edited, and optimised marketing material for use on communication platforms across print, web and social media. • Generated numerous ideas for digital content, event and match day activations that have led to increases in reach & engagement for our fans.• Created and implemented campaign briefs for various marketing initiatives.• Assisted in co-ordinating the club’s marketing and promotion schedule.• Assisted in promotion of key club events.• Delivered weekly newsletter using our email marketing platform.• Ensure brand strategy and style guide are followed to ensure brand consistency.
Nov 2021 - Nov 2022
Sales Specialist
Oct 2019 - Jul 2020
Customer Service Team Member
Nov 2018 - May 2019
3 education records
Jack Stephens education
Graduate Diploma Of Financial Planning
Bachelor Of Business, Sport Management & Marketing
Education record
FAQ
Frequently asked questions about Jack Stephens
Quick answers generated from the profile data available on this page.
What company does Jack Stephens work for?
Jack Stephens works for WT Financial Group (ASX:WTL).
What is Jack Stephens's role at WT Financial Group (ASX:WTL)?
Jack Stephens is listed as Professional Year | Financial Planning at WT Financial Group (ASX:WTL).
Where is Jack Stephens based?
Jack Stephens is based in Melbourne, Victoria, Australia while working with WT Financial Group (ASX:WTL).
What companies has Jack Stephens worked for?
Jack Stephens has worked for Wt Financial Group (Asx:Wtl), Australasian Golf Club, Sandringham Football Club, Toms, and Village Cinemas Australia.
How can I contact Jack Stephens?
You can use AeroLeads to view verified contact signals for Jack Stephens at WT Financial Group (ASX:WTL), including work email, phone, and LinkedIn data when available.
What schools did Jack Stephens attend?
Jack Stephens holds Graduate Diploma Of Financial Planning from Deakin University.
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