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
19887
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Elly Fennessy

Elly Fennessy

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.

Anne Graham

CEO/Senior Financial Planner

David Graham

Senior Financial Planner

Sarah Leslie

Director/Senior Financial Planner

Kara Treeby

Director/Senior Financial Planner

Jessica Cooke

Associate Adviser

Jess Byrnes

Associate Adviser

Rebecca Pratt

Compliance & Governance Manager

Danielle Walker

Practice Development Manager

Jessica Linton

Client Relationship Manager

Jacqui Carter

Client Relationship Manager

Elly Fennessy

Client Services Team Leader

Hayden Gray

Adviser Assistant