Jessica Cooke
Associate Adviser
At Story Wealth Management we work with clients to help them manage all aspects of their financial matters so that they can achieve both life and financial goals; my role is to support both the advisers and our clients throughout this process.
I have worked in the Financial Planning Profession for 8 years, after coming from a customer service background. My current role as Associate Adviser involves me attending client meetings, assisting the advisers with developing strategies and writing advice documents, while providing quality customer service to all of our clients.
I hold a Bachelor of Business majoring in Financial Planning and will soon complete my Certified Financial Planner® certification.
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...
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...
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
Client Services Manager
As a member of the client services team at Story Wealth, my goal is to ensure that the advice that...