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…
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…
Jess Bell
Financial Planner
It is rewarding meeting clients as wonderful as we have and making a positive difference in their lives…
Jessica Cooke
Associate Adviser
At Story Wealth Management we work with clients to help them manage all aspects of their financial…
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…
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…
Hayden Gray
Adviser Assistant
As a member of the client services team at Story Wealth, my goal is to ensure that the advice that…