STORY WEALTH MANAGEMENT - Key Persons
Job Titles:
- CEO / Senior Financial Planner
Financial Planning is all about creating a better future: for myself and my family, my clients, and our world…
As a member of the client services team at Story Wealth, my goal is to ensure that the advice that you have received gets implemented and the administration tasks are taken care of. I'm here to answer client queries and provide assistance wherever necessary.
Job Titles:
- Client Relationship Manager
My role as a Client Relationship Manager means I am the first point of contact for our current and prospective clients.
Since commencing with Story Wealth in late 2018, I have been able to utilise my previously gained customer service skills and develop a sound knowledge of financial planning.
I love the energy in the office and the people I get to work with, both my colleagues and our clients. Being a part of a passionate team is important to me. I don't think I'd be able to enjoy work if it was any other way.
I've already learnt so much and am excited for everything still to come.
It is rewarding meeting clients as wonderful as we have and making a positive difference in their lives…
The ultimate objective is to ensure our clients have peace of mind and that ‘sleep at night' factor. Knowing the role we play in our clients lives to achieve this is really rewarding.
Financial Planning is more than numbers on a page, it's about your life goals and how you will achieve them. Money is a means to an end and really only a small part of the big picture.
I am a Financial Planner here at Story Wealth and have been with the firm since May 2015. I hold a Graduate Diploma in Financial Planning and a Bachelor of Commerce majoring in Financial Planning. I am part way through my Master of Financial Planning and Certified Financial Planner® certification.
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.
Job Titles:
- Client Relationship Manager
I am always working to exceed client expectations to ensure our clients can achieve their goals…
I'm the third and newest Jess added to the mix here at Story Wealth.
I've been part of the team since May 2018, and it's been a fantastic and rewarding experience.
Job Titles:
- Director / Senior Financial Planner
Why is it that some people achieve great financial success whilst others will struggle? From a very young age, I was determined to find answers to questions like this so I decided to explore financial planning as a career and have never looked back.
Having worked in my own business from the age of 24, I have not only provided valuable financial advice to hundreds of clients, but importantly, I have observed and identified the underlying behaviours and beliefs which have directly resulted in the status of their financial position.
Job Titles:
- 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.
Working at Story Wealth is a positive challenge for me because we are always striving to make things…
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.
Job Titles:
- 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, whether that's a round-the-world trip, the classic car you've always longed for, or a bottle of vintage Grange.
There's nothing wrong with dreaming about ticking off your bucket list - but not at the expense of long-term financial stability.
With sound advice, however, you can achieve your life goals AND your financial security - and that's where I can help, delivering easy-to-understand solutions.
As one of the directors and senior financial planners at Story Wealth Management, I specialise in helping high-achieving professionals and business owners to pursue their bucket list.