Congratulations Kara Treeby
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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Congratulations Kara Treeby

Congratulations Kara Treeby

Congratulations to Kara Treeby for successfully completing her CFP studies! Lots of years of study and experience, hard work and a little bit of stress but we knew she’d do it. What a great role model to our team and others who balance work, business, advising clients and raising a young family.