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

Senior Financial Planner

My career in Financial services & Financial Markets, spans over 35 years. Prior to 2000, I was a trader in Financial Markets for a number of financial institutions, in various locations, including postings in New York & Singapore. Since 2002, I have applied my experience & skills to improving the financial well-being of individual clients. I hold Certified Investment Management Analyst® and Certified Financial Planner® accreditations. I also holds a Diploma of Financial Advising, Graduate Diploma of Financial Planning & Master of Applied Finance qualifications.

Financial markets are a never ending journey of discovery & learning. The interaction between financial markets and regulations can discourage individuals from engaging in there own journey towards financial security. Our objective is to work through the noise and complexity, to help clients to achieve their dreams.

Anne Graham

CEO/Senior Financial Planner

David Graham

Senior Financial Planner

Sarah Leslie

Director/Senior Financial Planner

Kara Treeby

Director/Senior Financial Planner

Jessica Cooke

Associate Adviser

Jess Byrnes

Associate Adviser

Rebecca Pratt

Compliance & Governance Manager

Danielle Walker

Practice Development Manager

Jessica Linton

Client Relationship Manager

Jacqui Carter

Client Relationship Manager

Hayden Gray

Adviser Assistant