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Financial Services Guide

The Team at Story Wealth
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.
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The Team at Story Wealth

Kara Treeby

Director/Senior Financial Planner

Why is it that some people achieve great financial success whilst others will struggle? From a very young age...

Sarah Leslie

Director/Senior 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...

Jessica Cooke

Associate Adviser

At Story Wealth Management we work with clients to help them manage all aspects of their financial...

Ryan Lissimore

Associate Adviser

I have been working in financial planning since 2014 and have a background in accounting...

Rebecca Pratt

Compliance & Governance Manager

Working at Story Wealth is a positive challenge for me because we are always striving to make things...

Jessica Linton

Client Relationship Manager

I am always working to exceed client expectations to ensure our clients can achieve their goals...

Jacqui Carter

Client Relationship Manager

My role as a Client Relationship Manager means I am the first point of contact for our current...

Hayden Gray

Client Services Manager

As a member of the client services team at Story Wealth, my goal is to ensure that the advice that...