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


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

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…