Client Services Team Leader
As a keen competitive rower who trains regularly, I understand the importance of both discipline and motivation in achieving goals and apply these lessons serving members of the Client Services Team as well as clients.
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.