Kara Treeby

Story Wealth Management Pty Ltd

Gold
14 Yrs Experience
Hawthorn, VIC 3122

Recent reviews

Story Wealth Management Pty Ltd

Suite 1, 191 Riversdale Road
Hawthorn, VIC 3122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Swm (Aust) Pty Ltd

AFSL 515107