Here at Story Wealth Management, I am an associate adviser who assists the advisers with client meetings and writing the advice. I have been with Story Wealth since May 2015 which has assisted in supporting my development of skills and education within the Financial Planning Profession.
Being a part of the team at Story Wealth has been a great journey thus far and will continue to be challenging, rewarding and inspirational as I work closely with some of the most accredited Advisers in Melbourne, and if I dare say, Australia.
My role as Associate Adviser sees me attending client meetings, developing strategies with the advisers and preparing the advice for our clients.
I hold a Bachelor of Commerce majoring in Financial Planning and will soon begin studying towards becoming a Certified Financial Planner (CFP®).