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
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…