Rebecca Pratt
Compliance & Governance Manager
For over 10 years, I have been responsible for helping senior executives develop and execute business plans. As part of Story Wealth Management, it has been my responsibility to help ensure the delivery of client services and operational aspects of the business are managed as effectively as possible. This includes the assessment and implementation of new technologies, regulatory requirements and various other business systems. In relation to our own AFSL, it is my responsibility to manage a wide range of corporate governance requirements including risk, policy and compliance frameworks.
The objective of these tasks is to reduce the frictions affecting our ability to provide quality services to our clients. It is satisfying to be part of a team focussed on helping clients to meet their lifestyle goals. While my responsibilities are not directly client facing, I enjoy knowing I am helping to build the infrastructure that makes a positive impact.
