Story Wealth Management | Rebecca Pratt
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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Rebecca Pratt

Rebecca Pratt

Project Manager

Working at Story Wealth is a positive challenge for me because we are always striving to make things more efficient in the office and for our clients. As the Project Manager it’s my responsibility to make sure all of our systems and processes are reviewed and improved. Anne and David call me the go-to person of the office because I get things done!

At Story Wealth we really care about our clients and our staff so my role is always busy making sure everyone is looked after and able to achieve their goals. You might not meet me because I’ll be working in the back office but it doesn’t mean I wont know you!

Anne Graham

CEO / Financial Planner

David Graham

CIO / 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