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.
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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

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…

Hayden Gray

Adviser Assistant

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