Story Wealth Management | David 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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David Graham

David Graham

Director/ Financial Planner

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

I’ve been involved in Global Financial Markets for over 35 years with postings in cities as diverse as New York, Singapore, and Sydney. In 2002, I realised that my real interest was helping individuals grow their investment portfolio and prepare for a comfortable and secure retirement, so I joined the team. I am a Certified Investment Management Analyst®, Certified Financial Planner® and a Self Managed Super Fund Specialist Adviser (SSA™). I also hold a Master of Applied Finance (Investment Management) as well as being one of the AFR/Smart Investor Masterclass Top 50 Financial Planners.

Most people underestimate the potential of their ability to grow their assets through careful investment and wise budgeting. At Story Wealth we work with clients to help them manage all aspects of their financial matters so that they can achieve both life and financial goals. After all, money is not an end in itself, it is a means to do the things you really value.

Anne 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