Our award-winning team is a family of big-picture thinkers and creators. We’re innovative, multi-disciplinary experts who draw on both left-brain data and right-brain instinct to yield winning insights; experts who truly get to know you – and your business; visionaries who keep one eye on the nitty gritty, and the other on the macro, long-term picture.
We’re pioneers who come together to make numbers into wonders. Get to know some of us below or learn how you can join our growing team.
B Commerce (Melbourne), CPA, CFP®
Paul Kearney is the founder and CEO of Kearney Group, which has been pioneering truly integrated financial advice for businesses and households since 1986.
Paul holds a Bachelor of Commerce from the University of Melbourne, and is a Certified Financial Planner®, Certified Practising Accountant and a member of the Financial Advice Association Australia.
Under his leadership, Kearney Group has grown into an award-winning team of over 50 multi-disciplinary professionals, dreamers, doers and visionaries with an eye for disruption. Most recently, Paul and the Group have brought to market a suite of ESG-rated investments.
The Group continues to be widely recognised for its commitment to professional excellence, client service and innovation. Most notable are the firm’s national accolades, which include being named the Association of Financial Advisers’ Australian Practice of the Year and BT Financial’s two-time National Practice of the Year.
Paul is a Director of renowned social enterprises, The Big Issue and Homes for Homes.
In 2020, he provided seed funding for the Indigenous Knowledge Systems Lab at Deakin University’s NIKERI Institute.
More recently, he has been welcomed as Director and Chair of AIME and has joined forces with Hi Neighbour.
B Economics (La Trobe), CFP®
Andrew Mackenzie joined the Kearney Group family back in 2010.
He’s now a Senior Manager (Private Wealth), an equity partner and a top-notch financial adviser.
In his role, Andrew designs super-detailed financial strategies that turn client dreams into reality.
Andrew is not only a respected adviser, he’s also our team’s go-to for all things portfolio.
With a background in economics and a knack for number-crunching, he’s all about distilling the complex world of global markets into digestible and accessible insights. He’s also a founding member of the Ethos Investment Committee and helps drive our firm’s investment philosophy.
Andrew is a Certified Financial Planner®. He earned his Bachelor of Economics from La Trobe University and also holds an Advanced Diploma of Financial Planning.
MA – Political Science (Carleton, Canada)
Meet James Lewis. This go-getter joined Kearney Group back in November 2012 as the Business Systems Development Manager. By December 2015, he’d worked his way to equity partner in the firm.
Today, James is the tech brains and brawn behind our team's very own software systems. The goal? Building a digital landscape that brings teams together, helps our advisers understand clients' needs inside out, and delivers top-notch digital experiences to everyone involved—clients and staff alike.
James is all about making things run smoother and smarter. He's got his finger on the pulse of technology, ensuring we deliver on our promise of truly integrated advice and keeping Kearney Group ahead of the game.
James holds a Master of Arts from Carleton University in Ottawa, Canada.
Jen Purnell and Kearney Group. Kearney Group and Jen Purnell. Some things just go together and we have… for more than 25 years.
Jen joined the team in 2014, after working closely with us over 16 years as the State Manager at BT Financial where she was BDM to financial services firms across Victoria and Tasmania.
As our Business & People Development Manager, Jen wears multiple hats and tackles her responsibilities with a contagious energy. She's the master of two important domains. Firstly, she's the go-to person for all things team-related. From hiring and induction to training and development, Jen is a talent magician, making sure we have the best people on board.
But that's not all—Jen's second superpower is her ability to connect with clients. She's a pro at working with newcomers to understand their hopes and dreams, and match them with a perfect advice team.
Beyond formal MBA qualifications and a wealth of professional experience, Jen’s also the ultimate pulse-reader when it comes to cultural vibes. She's a natural leader and bridge-builder, a collaborator and cheerleader for others. So it’s no surprise that she was warmly welcomed as an equity partner back in 2016.
B Commerce - Accounting, Financial Planning & Finance (Deakin), CPA
Lachlan Ezard began his journey at Kearney Group back in November 2009 as a fresh-faced graduate. Today, he’s a Senior Manager of Business Advisory and a proud equity partner in the firm.
Now, here's the scoop on Lachlan. Not only is he a numbers guy, he's also a true people-person. His solid technical abilities combined with his natural country charm make him one of most sought after advisers at Kearney Group.
Lachlan’s all about helping small businesses grow - with solid strategy, forecasting and tax planning, and rigorous reporting.
And speaking of growth, he’s also a big believer in personal and professional development. You’ll find him constantly seeking out opportunities for learning and mentorship, in his own life and work, and also as a team leader.
Lachlan’s a Certified Practising Accountant and holds a Bachelor of Commerce, specialising in Accounting, Financial Planning, and Finance.
B Business - Financial Planning (RMIT), CFP®
Introducing Nga Vu. Nga came to Kearney Group in 2011, joining the team as a Senior Financial Adviser.
Nga's infectious enthusiasm for her work stems from her belief in the power of relationship-driven advice. After years in financial planning, however, Nga was increasingly aware of a glaring gap in most firms - a lack of risk knowledge and claims experience needed to adequately safeguard and support clients, their strategies, and their futures.
Driven by her thirst for knowledge and desire to protect her clients, Nga embarked on a mission to fill this void and transformed herself into Kearney Group's dedicated risk specialist. She now assists clients with risk identification, product selection and when required, dedicated support for insurance claims. She takes great satisfaction sensitively helping clients through very personal and deeply emotional experiences.
Nga earned a Bachelor of Business degree from RMIT. She is a Certified Financial Planner® and a member of the Financial Advice Association of Australia (FAAA).
In recognition of her unwavering dedication to her clients and passion for advice, Nga was invited into equity partnership in 2017.
BA (Windsor, Canada), Cert Accounting
Oh hay! It’s Stephen Nesbitt, making waves at Kearney Group since 2012. Believe it or not, Steve started out in a casual filing gig, looking to earn some extra cash when he first moved to Australia. Little did we know that this temporary job would morph into a permanent position and only a year later, Steve would be leading the Group’s commercial bookkeeping team.
In recognition of his hard work and contributions, Steve was invited to become an equity partner in 2017.
Today, he heads up the firm's internal finance functions and focuses on enhancing performance through execution, process redesign, efficiency projects, and leveraging emerging technologies.
Steve holds a Bachelor of Arts and a Certificate of Accounting.
B Accounting (Monash), Dip FP, CA
Well, well, well. If it isn’t Harjot Sahni. Harjot joined Kearney Group in late 2019 as Senior Manager (Business Advisory) and was welcomed into partnership in 2022.
In a profession often known for being hard and fast, and black and white, Harjot is a calm, supportive, and nuanced voice. His warmth and genuine care for his clients shines through every bit of accounting, tax and business advice he delivers. He loves guiding businesses through strategy and helping them bring their goals to life with our Ko-Lab Program.
As a team leader, he brings a unique blend of expertise and empathy. And, he intuitively understands the raw power of our integrated advice model and its benefits for clients and team members alike.
Harjot is a Chartered Accountant, with a Bachelor of Accounting from Monash University.
Next time you’re in, be sure to grab his autograph. Harjot’s being spotted in the street for his leading role in this video.
B Bus (University Technology Sydney), Grad Dip FP, Graduate (Australian Institute of Company Directors)
Say hi to Matt Englund - Kearney Group’s COO and an equity partner. Matt joined the senior leadership team in 2019, and helps to drive the ongoing development of our truly integrated advice model and the firm’s strategic growth plans.
With a knack for operational efficiency, Matt runs our internal Clarity and Accountability Programs - putting us all through our paces, challenging and inspiring us to push for excellence.
He’s also our resident strategy guru, spearheading our Ko-Lab Program which gives business owners the tools and advice they need to grow - sustainably and while keeping things in harmony at home. With decades of experience in big institutions, he knows a thing (or three) about the topic. And, after making a green change with his family, he also has lived experience effectively aligning personal and professional goals.
Matt comes to the table with one helluva CV - including key positions like Head of Workplace Super, Head of Practice Management and Managing Director of Securitor at BT Financial.
He holds a Bachelor of Business from University of Technology Sydney, a Graduate Diploma in Financial Planning and is a graduate of the Australian Institute of Company Directors.
B Social Science – Information Mgt & Systems Analysis (Melbourne)
BA Hon – Drama & Comms (Windsor, Canada)
Advanced Dip of Multimedia
Our team is growing and we’re always keen to hear from talent – even if we’re not actively advertising a role that interests you. Get in touch and seize your opportunity to put your stake in the ground.
B Bus - Accountancy (RMIT), CPA
B Bus - Accounting (Monash), CA
B Commerce - Accounting, Financial Planning & Finance (Deakin), CA
B Bus - Accounting (Charles Sturt), CA
B A.Sci (Deakin), AFP®
B Bus - Acct (Monash), Grad Cert FP, CFP®
B Commerce - Finance & Fin Planning (Deakin), CFP®
Dip Finance & Mortgage Broking
B A.Sc (RMIT), Dip Finance & Mortage Broking, MFAA, AFCA
Kearney Group and our team have been awarded throughout our history. It’s nice to be acknowledged in a profession, even when you’re trying to transform it. Below are some of our recognitions:
Great Places to Work
2023 Multiservice Firm & Boutique Firm of the Year
Great Places to Work
2022 IMAP Managed Account Awards - ESG Portfolio Award
2018 Boutique Firm of the Year - Australian Accounting Awards
2017 AFR Top 100 Accounting Firms
2015 Practice of the Year Victoria/Tasmania
2015 AFA Australian Practice of the Year
2014 National Practice of the Year
2013 Best Practice Awards
2012 Practice of the Year Victoria/Tasmania
2011 National Practice of the Year