Elly Fennessy
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
page-template-default,page,page-id-19887,page-child,parent-pageid-19378,bridge-core-2.9.1,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode-theme-ver-28.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-6.8.0,vc_responsive

Elly Fennessy

Elly Fennessy

Operations Manager | Client Relationship Manager 

As a keen competitive rower who trains regularly, I understand the importance of both discipline and motivation in achieving goals and apply these lessons in my roles as Operations Manager and Client Relationship Manager.

I completed a Bachelor of Science and began studying Occupational Therapy (OT) because of my deep desire to help others. Halfway through my OT training, I realised that my part-time work in financial planning wasn’t just about number crunching, it was really about helping people achieve their long-term goals of independence and fulfilment. As a result, I changed direction and completed my Diploma of Financial Planning.

I was attracted to the opportunity to work at Story Wealth Management because of the company’s strong focus on understanding and catering to the nuances of their clients’ needs. I was impressed by their emphasis on taking time to know every client on a personal level so that they develop customised financial strategies in the context of individual goals. I love the balance between autonomy and collaboration in the office culture.

Outside of work, I enjoy going to the beach, travelling and catch up with friends and family.

Anne Graham

CEO/Senior Financial Planner

Financial Planning is all about creating a better future: for myself and my family, my clients, and our world…

David Graham

Senior Financial Planner

Managing investments is about increasing your opportunities and choices, both now, and in the future…

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…

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…

Jessica Cooke

Associate Adviser

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

Jess Byrnes

Associate Adviser

It is rewarding meeting clients as wonderful as we have and making a positive difference in their lives…

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…

Danielle Walker

Practice Development Manager

My role at Story Wealth is to develop and implement our strategic vision and goals, including how…

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…

Elly Fennessy

Client Services Team Leader

I enjoy taking time to know every client on a personal level so that they develop…

Hayden Gray

Adviser Assistant

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