Jess Bell
Financial Planner
The ultimate objective is to ensure our clients have peace of mind and that ‘sleep at night’ factor. Knowing the role we play in our clients lives to achieve this is really rewarding.
Financial Planning is more than numbers on a page, it’s about your life goals and how you will achieve them. Money is a means to an end and really only a small part of the big picture.
I am a Financial Planner here at Story Wealth and have been with the firm since May 2015. I hold a Graduate Diploma in Financial Planning and a Bachelor of Commerce majoring in Financial Planning. I am part way through my Master of Financial Planning and Certified Financial Planner® certification.
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…