Jacqui Carter
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
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Jacqui Carter

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

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

Hayden Gray

Adviser Assistant