Financial Services Guide
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.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
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Financial Services Guide

Our Financial Services Guide provides you with information about the advisory services we provide.

The guide relates to who SWM (AUST) Pty Ltd are as our licensee, the services we offer and how we provide advice and make recommendations.

The Adviser Profiles contain important information about your Adviser including their qualifications and areas they are authorised to provide advice on.

Download our Financial Services Guide

If you have any questions regarding the information contained in the Financial Services Guide please do not hesitate to contact us.