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…
Phillip Van
Analyst
There are so many opportunities for investment growth that it can be challenging to discover the best balance…
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…