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.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
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Rebecca Pratt

Rebecca Pratt

Compliance & Governance Manager

For over 10 years, I have been responsible for helping senior executives develop and execute business plans. As part of Story Wealth Management, it has been my responsibility to help ensure the delivery of client services and operational aspects of the business are managed as effectively as possible. This includes the assessment and implementation of new technologies, regulatory requirements and various other business systems. In relation to our own AFSL, it is my responsibility to manage a wide range of corporate governance requirements including risk, policy and compliance frameworks.

The objective of these tasks is to reduce the frictions affecting our ability to provide quality services to our clients. It is satisfying to be part of a team focussed on helping clients to meet their lifestyle goals. While my responsibilities are not directly client facing, I enjoy knowing I am helping to build the infrastructure that makes a positive impact.

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