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Stephen Whitchurch Email & Phone Number
Senior Manager , Advice Documentation
at
Fortnum
1 work email found
@eagleeyetrading.com.au
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager , Advice Documentation
Location
Little Bay, New South Wales, Australia
Who is Stephen Whitchurch? Overview
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Quick answer
Stephen Whitchurch is listed as Senior Manager , Advice Documentation at Fortnum, based in Little Bay, New South Wales, Australia. AeroLeads shows a work email signal at eagleeyetrading.com.au and a matched LinkedIn profile for Stephen Whitchurch.
Stephen Whitchurch previously worked as Compliance Advice Coach at Fortnum Private Wealth and Disclosure manager, Investment Research and Governance at Bt. Stephen Whitchurch holds Master Of Applied Finance, Financial Analysis, Investment Management And Financial Markets from Kaplan Professional.
Company email context
Email format at Fortnum
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{first_initial}{last}@eagleeyetrading.com.au
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AeroLeads found 1 current-domain work email signal for Stephen Whitchurch. Compare company email patterns before reaching out.
Profile bio
About Stephen Whitchurch
I am a compliance professional, passionate about proactive compliance; providing advisers with the training, resources and framework they need to remain compliant in an increasingly challenging and demanding regulatory environment. I am a goal oriented, self-motivated person, who is committed to excellence and achieving team goals. I “think outside the box” to arrive at creative solutions, and work closely with the relevant stakeholders toward achieving practical outcomes.I hold a range of financial services qualifications, including the Master of Applied Finance through Kaplan Professional, and have over 21 years practical experience across a broad range of disciplines within the financial services industry. To augment my formal education, I have studied Neuro-Linguistic Programming (NLP), psychology and behavioural finance to assist people’s understanding of what drives their investment decisions.I am also passionate about financial markets, investment management, and the need to increase people’s financial literacy. My technical knowledge and certification as an NLP practitioner makes me uniquely qualified to educate, coach, train and help others achieve financial and personal success in the increasingly challenging and competitive field of finance.I recently published “Facing the Giant (A Stock Market Trader’s Mindset revealed)” This is not a trading or finance book. It’s a very helpful personal and self-development book that explains how a person’s values and belief influences investment decisions. It contains powerful, step-by-step instructions to enable you to face the FEAR that stops you achieving success and building wealth.
Listed skills include Derivatives, Trading, Options, Asset Management, and 21 others.
Current workplace
Stephen Whitchurch's current company
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8 roles
Stephen Whitchurch work experience
A career timeline built from the work history available for this profile.
Senior Manager , Advice Documentation
Current
Apr 2022 - Present
Compliance Advice Coach
Dec 2019 - Nov 2024
Disclosure Manager, Investment Research And Governance
Jul 2019 - Nov 2019
Advice Documentation Compliance Manager, Advice Offers
I work with the Advice Documents team to produce accurate advice templates, letters and documents that are also easily understandable by end consumers. I ensure that they are compliant with current regulatory body (ASIC) guidelines and company policies.I help develop and maintain a robust governance framework that enables the team to identify and resolve risk management issues and compliance incidents.I proactively interact with other Advice Business Units within the Group by providing practical resolutions to identified risks and incidents, to improve overall productivity and efficiency of our Financial Planners.
Oct 2017 - Jul 2019
Senior Paraplanner
Working in a centralised planning unit to assure prompt turn-around of high quality, compliant advice documentsEnsure adviser compliance with Westpac policies and proceduresProvide high quality and technically accurate paraplanning support to financial advisersMentoring junior paraplanners
Sep 2015 - Sep 2017
Senior Paraplanner
Independent Paraplanning Services
Aug 2013 - Jun 2015
Financial Adviser
Ri Bondi
Aug 2007 - Nov 2011
11 education records
Stephen Whitchurch education
Master Of Applied Finance, Financial Analysis, Investment Management And Financial Markets
Adfs (Fp), Financial Planning
Kaplan Professional
Certified Financial Technician (Cfte)
International Federation Of Technical Analysts
Diploma Of Technical Analysis
Kaplan Professional
Asx Accredited Derivatives Adviser (Level 2)
Tribeca Learning (Australia)
Certification - Foreign Exchange And Skills
Kaplan Professional
Certification - Margin Lending And Geared Investments
Kaplan Professional
Nlp And Master Nlp Certificate
Academy Of Wealth And Achievement
Cert Iv Compliance And Risk Management, Business Risk And Compliance
Australian Compliance Institute - Education And Professional Development
Aml/Ctf Skills Certification
Australian Compliance Institute - Education And Professional Development
Graduate Diploma In Governance And Risk Management, Governance And Risk Management
FAQ
Frequently asked questions about Stephen Whitchurch
Quick answers generated from the profile data available on this page.
What company does Stephen Whitchurch work for?
Stephen Whitchurch works for Fortnum.
What is Stephen Whitchurch's role at Fortnum?
Stephen Whitchurch is listed as Senior Manager , Advice Documentation at Fortnum.
What is Stephen Whitchurch's email address?
AeroLeads has found 1 work email signal at @eagleeyetrading.com.au for Stephen Whitchurch at Fortnum.
Where is Stephen Whitchurch based?
Stephen Whitchurch is based in Little Bay, New South Wales, Australia while working with Fortnum.
What companies has Stephen Whitchurch worked for?
Stephen Whitchurch has worked for Fortnum, Fortnum Private Wealth, Bt, Bt Financial Group, and Independent Paraplanning Services.
How can I contact Stephen Whitchurch?
You can use AeroLeads to view verified contact signals for Stephen Whitchurch at Fortnum, including work email, phone, and LinkedIn data when available.
What schools did Stephen Whitchurch attend?
Stephen Whitchurch holds Master Of Applied Finance, Financial Analysis, Investment Management And Financial Markets from Kaplan Professional.
What skills is Stephen Whitchurch known for?
Stephen Whitchurch is listed with skills including Derivatives, Trading, Options, Asset Management, Finance, Technical Analysis, Foreign Exchange, and Investments.
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