Anne Graham, CPA, CFP®

Partner - Integrated Advice (Private Wealth)

Qualifications
Bachelor of Business - Accounting (Phillip Institute)
Masters of Applied Finance
Graduate Diploma of Financial Planning
Graduate Diploma of Applied Finance and Investment
CPA - Certified Practising Accountant
CFP® - Certified Financial Planner
Full Member of Financial Advice Association of Australia Limited (FAAA)

Areas of Practice
Partnership Team
Private Wealth

Well if it isn’t Anne Graham! After more than 15 years of collaboration with Kearney Group, Anne officially joined the team in 2024.

As Partner of Integrated Advice (Private Wealth), Anne draws on over 30 years of experience. She’s a Certified Financial Planner® and Certified Practising Accountant, with an impressive list of formal academic qualifications, including a Bachelor of Business (Accounting) and a Masters in Applied Finance.

Simply put: Anne is one of Australia’s best Financial Advisers. Her career is punctuated by numerous accolades, including recognition as one of Barron’s Top 50 Financial Advisers and receiving the FPA Distinguished Service Award. She has also served on prestigious boards and committees, including Securitor Financial Group’s National Advisory Council, Deakin University Department of Accounting Advisory Board, and the Future2 Foundation Board.

At Kearney Group, Anne’s focus is on delivering exceptional financial advice to clients and mentoring the next generation of advisers. Her approach, centred on the three pillars of collaboration, education, and clarity, aligns perfectly with Kearney Group’s Integrated Advice model.

Outside of work, you might find Anne tackling a hike up Mt Kilimanjaro, indulging in a bit of knitting, deep in the NY Times puzzles or enjoying a nice red with friends and family.

Speak to the team.