Story Wealth Management | Anne Graham
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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Anne Graham

Anne Graham

Director/ Financial Planner

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

With over 30 years working in finance and financial planning and degrees and certifications including: Certified Financial Planner®, Certified Practicing Accountant (CPA), Bachelor of Business (Accounting) and a Masters in Applied Finance as well as a long string of awards based on the results we’ve achieved for our clients it goes without saying that I know what I’m doing and have the results to prove it.

Sometimes people ask what difference a financial planner makes. I like to use the analogy of a personal trainer vs. a gym membership. You’ll get something out of your gym membership (provided you actually use it), but a personal trainer will help you achieve your goals much faster, with less worry and risk. In the same way, when you work with an award-winning financial planner you don’t just see progress in your financial affairs, you see yourself steadily moving from milestone to milestone as your goal comes ever closer.

In addition to client work I am also on several boards and committees, including the Securitor Financial Group National Advisory Council; Deakin University Department of Accounting Advisory Board; and the Future2 Foundation Board (the Future2 Foundation supports disadvantaged youth here in Australia giving them a second chance and hope for a better future through training, education and other forms of assistance).

David Graham

Director/ Financial Planner

Sarah Leslie

Director/Financial Planner

Kara Treeby

Director/Financial Planner

Trudy Fitchett

Senior Paraplanner

Jessica Cooke

Paraplanner

Phillip Van

Analyst

Jess Byrnes

Planner Support Officer

Rebecca Pratt

Project Manager