Story Wealth Management | Jess Byrnes
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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Jess Byrnes

Jess Byrnes

Planner Support Officer

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®).

Anne Graham

CEO / Financial Planner

David Graham

CIO / Financial Planner

Sarah Leslie

Director/Financial Planner

Kara Treeby

Director/Financial Planner

Trudy Fitchett

Senior Paraplanner

Jessica Cooke

Paraplanner

Phillip Van

Analyst

Rebecca Pratt

Project Manager