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

Paraplanner

I have been in the financial planning industry for 6 years and am working towards completing my Certified Financial Planner (CFP) certification. I coordinate the internal workflow processes at Story Wealth Management, and provide technical and general support to the planners and directors. I also provide support to the paraplanning and client services teams, and work to ensure that all of our clients have a positive experience.

With a customer service background, I’m dedicated to delivering exceptional quality services to all of our clients.