Sarah Leslie

Story Wealth Management Pty Ltd

Gold
19 Yrs Experience
Hawthorn, VIC 3122

Recent reviews

Story Wealth Management Pty Ltd

Suite 1, 191 Riversdale Road
Hawthorn, VIC 3122

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 4
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

After our initial meeting you will be presented with an overview of your situation, the expected outcomes from working with me and a proposal of the expected fees. I'm a firm believer in there not being any surprises and feel it's important for you to be clear what you are paying and the value and services you will receive for those fees.

Licensed by

Swm (Aust) Pty Ltd

AFSL 515107

4.75
4 Reviews
5
4
3
2
1
4.75
Clear communication
5.00
Knowledge & expertise
4.50
Customer care
4.75
Likely to recommend
Showing reviews 1—4 of 4

Sort by

4.50

"Sarah is well researched and therefore instills great confidence in her ability to provide advice on a range of financial matters."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Sarah is a people person with strong expertise. Ocasionally she and I have been let down by her support."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can highly recommend Sarah. She has managed my Super for many years all the way through to my recent retirement. She has always been friendly, courteous and knowledgeable, and the initial target we aimed for at the beginning has been achieved. I look forward to the years ahead as Sarah guides me though my liesure years, content with the knowledge my wealth is safe and working for me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarah's friendly and personable approach makes us feel she is truly looking after our interests. She has a wealth of knowledge behind her advice which she is able to communicate in layman's terms. She can always be relied upon to follow up enquiries and relay relevant information. We have complete trust that Sarah gives us advice which will be for our benefit."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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