Jess Byrnes
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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Jess Byrnes

Jess Byrnes

Associate Adviser

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®).

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

Client Services Team Leader

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…