Anne Graham joins Kearney Group, uniting Australia’s top financial advisers.

Author Annie Lillico Lewis

Expert Reviewer Anne Graham, CPA, CFP®

Kearney Group welcomes renowned Financial Adviser, Anne Graham.

We are delighted to announce that Anne Graham, one of Australia’s foremost financial advisers, has joined Kearney Group in a move that brings together some of the best advice practitioners in the country. Anne begins offering services from our Fitzroy premises on 9 September 2024.

The latest chapter in a distinguished career.

Anne is a well-known figure in the financial planning profession, with over 30 years of experience and a slew of prestigious awards under her belt. Beyond holding both a Bachelor of Business (Accounting) and a Masters in Applied Finance, she’s also a Certified Financial Planner® (CFP) and a Certified Practising Accountant (CPA). 

Anne’s outstanding service to clients and to the financial advice profession has earned her appointments to Securitor Financial Group’s National Advisory Council, Deakin University Department of Accounting Advisory Board, and the Future2 Foundation Board. She’s also the co-founder and past CEO of Story Wealth.

A refocus on advice and mentoring.

After years of running her own business, Anne is excited to be returning to her roots.

“I’m thrilled to join Kearney Group and refocus on what I love most, in the next phase of my career – delivering exceptional financial advice and mentoring the next generation of advisers,” Anne says. 

“This move allows me to concentrate on my clients without the demands of running a business.”

An enhanced advice experience.

Anne says her clients can expect a seamless transition and continued excellence in service as she begins this new chapter with Kearney Group.

“To my long-standing clients, thank you for your unwavering support over the years. I am confident this transition will only enhance your advice experience, with access to Financial Planning, Accounting, Tax, Business Advisory, Bookkeeping, Lending, and Insurance, all under one roof through Kearney Group’s Integrated Advice model.”

When philosophy and opportunity align.

Paul Kearney, Founder and CEO of Kearney Group, echoed Anne’s enthusiasm:

“We are delighted to welcome Anne Graham to Kearney Group. Anne and I have known each other and collaborated closely for over 15 years. I have always admired her dedication, expertise and the high regard in which she’s held within our professional community. This new partnership brings together some of the finest practitioners in the country and I cannot wait to see what we create together.”

Anne’s approach to financial planning is centred around the three pillars of collaboration, education and clarity; a philosophy that aligns seamlessly with Kearney Group’s Integrated Advice Team model. Her appointment to Kearney Group underscores the firm’s commitment to offering top-tier financial advice, provided by the nation’s best advisers.

Take Five With Anne.

Interested in getting to know more about Anne? Hop through to her bio or our latest edition of “Take Five With…” where we explore unexpected ideas from interesting people… in this case, Anne Graham!