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.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
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Anne Graham

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.

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).

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…

Ryan Lissimore

Associate Adviser

I have been working in financial planning since 2014 and have a background in accounting…

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…

Elly Fennessy

Operations Manager | Client Relationship Manager

I enjoy taking time to know every client on a personal level so that they develop…

Hayden Gray

Adviser Assistant

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