Jacqui Carter
Client Relationship Manager
My role as a Client Relationship Manager means I am the first point of contact for our current and prospective clients.
Since commencing with Story Wealth in late 2018, I have been able to utilise my previously gained customer service skills and develop a sound knowledge of financial planning.
I love the energy in the office and the people I get to work with, both my colleagues and our clients. Being a part of a passionate team is important to me. I don’t think I’d be able to enjoy work if it was any other way.
I’ve already learnt so much and am excited for everything still to come.
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
Operations Manager | Client Relationship Manager
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…