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VerifiedFinancial Services· Founded 2014

Equity Story

Proudly part of an ASX listed Group, Equity Story is a premier Australian investment advisory firm dedicated to empowering individuals and institutions to achieve financial success through actionable insights, expert market analysis, and educational resources. Specializing in ASX-listed equities, Equity Story has built a strong reputation for its innovative approach to investment, delivering tailored strategies that combine technical expertise with fundamental research. Founded with the mission to simplify investing, Equity Story bridges the gap between professional-grade market research and retail investor accessibility. The company caters to a wide range of investors, offering solutions that align with diverse goals, whether it’s active trading, long-term portfolio growth, or accessing exclusive investment opportunities. Why Choose Equity Story?> Proven Track Record: Equity Story’s strategies consistently outperform benchmarks, offering clients confidence in their investment decisions. Proprietary > Approach: By blending technical and fundamental analysis, the company delivers a unique edge in identifying and capitalizing on market opportunities.> Client-Centric Philosophy: Equity Story prioritizes transparency, accessibility, and support, ensuring every client receives the tools and insights needed to succeed. Whether you’re a seasoned investor or just beginning your journey, Equity Story offers the expertise, resources, and community to help you navigate the market and achieve your financial goals.

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HeadquartersSydney, AustraliaEmployees8(1 to 10)Founded year2014Websiteequitystory.com.auLinkedIn profileLinkedIn

Verified contacts

9

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LinkedIn employees

8

1 to 10 range

Open roles

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Distinct roles

8

indexed titles

Tech stack

0

tools in use

Monthly traffic

3

organic / mo

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Top roles at Equity Story

8 distinct titles indexed · top 8 shown.

  • 1ceo & executive director
  • 1client services manager
  • 1director
  • 1equities analyst fund manager educator
  • 1executive assistant office manager
  • 1non executive chairman
  • 1qualified financial advisor
  • 1senior sales executive

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