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
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…