|

|

Financial Services Guide

Ryan Lissimore

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.

financial planning melbourne, financial adviser melbourne, financial advice melbourne

19938

page-template-default,page,page-id-19938,page-child,parent-pageid-19378,bridge-core-3.1.7,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode-theme-ver-30.4.2,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.6,vc_responsive

Ryan Lissimore

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.

Ryan_Image_R

<img fetchpriority="high" decoding="async" width="267" height="370" src="../../wp-content/uploads/2021/04/Ryan_Image_R.jpg" class="vc_single_image-img attachment-full" alt="" title="Ryan_Image_R" srcset="../../wp-content/uploads/2021/04/Ryan_Image_R.jpg 267w, ../../wp-content/uploads/2021/04/Ryan_Image_R-216x300.jpg 216w" sizes="(max-width: 267px) 100vw, 267px">

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...

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...

Ryan_Image_R

<img fetchpriority="high" decoding="async" width="267" height="370" src="../../wp-content/uploads/2021/04/Ryan_Image_R.jpg" class="vc_single_image-img attachment-full" alt="" title="Ryan_Image_R" srcset="../../wp-content/uploads/2021/04/Ryan_Image_R.jpg 267w, ../../wp-content/uploads/2021/04/Ryan_Image_R-216x300.jpg 216w" sizes="(max-width: 267px) 100vw, 267px">

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...

Jess-Linton_web

Jessica Linton

Client Relationship Manager

I am always working to exceed client expectations to ensure our clients can achieve their goals...

Jacqui-Carter_web

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_web

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...