Story Wealth Management | The Team at Story Wealth
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.
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The Team at Story Wealth

Anne Graham

Director/Financial Planner

Financial Planning is all about creating a better future: for myself and my family, my clients, and our world…

David Graham

Director/Financial Planner

Managing investments is about increasing your opportunities and choices, both now, and in the future…

Sarah Leslie

Director/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/Financial Planner

Why is it that some people achieve great financial success whilst others will struggle? From a very young age…

Trudy Fitchett

Senior Paraplanner

There are so many opportunities for investment growth that it can be challenging to discover the best balance…

Jessica Cooke

Paraplanner

I have been in the financial planning industry for 6 years and is working towards completing her…

Phillip Van

Analyst

There are so many opportunities for investment growth that it can be challenging to discover the best balance…

Jess Byrnes

Planner Support Officer

Working at Story Wealth is an inspiration, and I can’t wait to dive deeper into the world of financial planning…

Rebecca Pratt

Project Manager

Working at Story Wealth is a positive challenge for me because we are always striving to make things…