Story Wealth Management | 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.

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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.