Jessica Cooke
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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Jessica Cooke

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.

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