Ryan Lissimore
Associate Adviser
I have been working in financial planning since 2014 and have a background in accounting. In addition to providing high quality service to our clients, my role as an Associate Adviser involves me attending client meetings, writing advice documents and assisting the senior financial planners with developing strategies.
I enjoy financial planning because setting goals and planning for the future is very important to me. My aim is to provide our clients with confidence that they can achieve their desired lifestyle goals now and in the future.
I hold a Bachelor of Business/Commerce majoring in Accounting and Economics and an Advanced Diploma in Financial Planning.
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...
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...
Jessica Cooke
Associate Adviser
At Story Wealth Management we work with clients to help them manage all aspects of their financial...
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...
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...
Hayden Gray
Client Services Manager
As a member of the client services team at Story Wealth, my goal is to ensure that the advice that...