The Team at Story Wealth
Director/Financial Planner
Financial Planning is all about creating a better future: for myself and my family, my clients, and our world…
David Graham
Director/Financial Planner
Managing investments is about increasing your opportunities and choices, both now, and in the future…
Sarah Leslie
Director/Financial Planner
Be honest: You don’t work hard simply to pay the mortgage. We all like to fix our savings targets a little higher…
Kara Treeby
Director/Financial Planner
Why is it that some people achieve great financial success whilst others will struggle? From a very young age…
Trudy Fitchett
Senior Paraplanner
There are so many opportunities for investment growth that it can be challenging to discover the best balance…
Jessica Cooke
Paraplanner
I have been in the financial planning industry for 6 years and is working towards completing her…
Jess Byrnes
Planner Support Officer
Working at Story Wealth is an inspiration, and I can’t wait to dive deeper into the world of financial planning…
Rebecca Pratt
Project Manager
Working at Story Wealth is a positive challenge for me because we are always striving to make things…