There are so many opportunities for investment growth that it can be challenging to discover the best balance.
My passion is the research and technical support that goes into preparing strategic and investment advice for clients. I’ve been working in the Financial Services Industry for over 20+ years as a Business Development Manager and Paraplanner, and I still get excited when I’m presented with a client brief and asked to look at strategies for optimising their wealth. I hold a Bachelor of Arts, Graduate Diploma in Business (Marketing), and a Graduate Diploma in Financial Planning.
Working at Story Wealth is fantastic because both David and Anne have such extensive experience and genuine concern for their clients, and for the wider community. We’re constantly reminded that Financial Planning isn’t just about growing wealth, it’s about changing people’s lives and building a better world.