Story Wealth Management | 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.

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Financial Services Guide

Our Financial Services Guide provides you with information about the financial planning, who we are and the advisory services we provide. The Guide consists of two parts and both documents should be read together.

Part 1 of 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.

Download our Financial Services Guide - Part 1

Part 2, the Adviser Profiles contains important information about your Adviser including their experience, areas they are authorised to provide advice on and fee structure. Please click on the individual adviser to download their profile.

Financial Services Guide – Part 2 Adviser Profile – Anne Graham

Financial Services Guide – Part 2 Adviser Profile – David Graham

Financial Services Guide – Part 2 Adviser Profile – Kara Treeby

Financial Services Guide – Part 2 Adviser Profile – Sarah Leslie

Financial Services Guide – Part 2 Adviser Profile – Jessica Byrnes

Financial Services Guides – Part 2 Adviser Profile – Jessica Cooke

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