Story Wealth Management | Jessica Cooke
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
18668
page-template-default,page,page-id-18668,page-child,parent-pageid-17908,ajax_fade,page_not_loaded,,qode-theme-ver-11.1,qode-theme-bridge,wpb-js-composer js-comp-ver-4.12,vc_responsive
 

Jessica Cooke

Jessica Cooke

Paraplanner

I have been in the financial planning industry for 6 years and am working towards completing my Certified Financial Planner (CFP) certification. I coordinate the internal workflow processes at Story Wealth Management, and provide technical and general support to the planners and directors. I also provide support to the paraplanning and client services teams, and work to ensure that all of our clients have a positive experience.

With a customer service background, I’m dedicated to delivering exceptional quality services to all of our clients.

Anne Graham

CEO / Financial Planner

David Graham

CIO / Financial Planner

Sarah Leslie

Director/Financial Planner

Kara Treeby

Director/Financial Planner

Trudy Fitchett

Senior Paraplanner

Phillip Van

Analyst

Jess Byrnes

Planner Support Officer

Rebecca Pratt

Project Manager