Kara Treeby in Melbourne works at Story Wealth Management (Director / Senior Financial Planner) and was educated at RMIT University.
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Story Wealth Management
Apr 2017
-
Present
Director / Senior Financial Planner
Thinc Wealth
Oct 2008
-
Mar 2017
Managing Director / Financial Planner
OAMPS Financial Management
Sep 2006
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Dec 2008
Client Service Manager
RMIT University
2008
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2012
Bachelor’s Degree. Bachelor of Business (Financial Planning)
Finsia
2006
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2008
Diploma of Financial Services. Financial Planning
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AT STORY WEALTH MANAGEMENT