Client Relationship Manager
Here at Story Wealth Management, I will be your first point of call to assist with any queries you may have. I have been with Story Wealth since May 2015 which has assisted in supporting my development of skills and education within the Financial Planning Profession.
Being a part of the team at Story Wealth has been a great journey thus far and will continue to be challenging, rewarding and inspirational as I work closely with some of the most accredited Advisers in Melbourne, and if I dare say, Australia.
My role as a Planner Support Officer includes delivering exceptional client service, answering queries and finding resolutions for any issues and implementing the recommendations of our Statement of Advice, to name a few.
I hold a Bachelor of Commerce majoring in Financial Planning and will soon begin studying towards becoming a Certified Financial Planner (CFP®).