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

CEO/Senior Financial Planner

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

David Graham

Senior Financial Planner

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

Sarah Leslie

Director/Senior 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/Senior Financial Planner

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

Jessica Cooke

Associate Adviser

At Story Wealth Management we work with clients to help them manage all aspects of their financial…

Jess Byrnes

Associate Adviser

It is rewarding meeting clients as wonderful as we have and making a positive difference in their lives…

Rebecca Pratt

Compliance & Governance Manager

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

Danielle Walker

Practice Development Manager

My role at Story Wealth is to develop and implement our strategic vision and goals, including how…

Jessica Linton

Client Relationship Manager

I am always working to exceed client expectations to ensure our clients can achieve their goals…

Jacqui Carter

Client Relationship Manager

My role as a Client Relationship Manager means I am the first point of contact for our current…

Hayden Gray

Adviser Assistant

As a member of the client services team at Story Wealth, my goal is to ensure that the advice that…