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Kearney Group welcomes renowned Financial Adviser, Anne Graham

05 Sep 2024
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Anne Graham

Integrated Financial Advice firm Kearney Group, is thrilled to announce that AnneGraham, one of Australia’s foremost financial advisers, has joined the firm and will commence services from Kearney Group’s Fitzroy premises on 9 September 2024.

Anne is an award-winning Certified Financial Planner® (CFP) with over 30 years of professional experience. Her distinguished career in financial planning is built on strong academic and professional foundations that include accreditation as a Certified Practising Accountant (CPA), a Bachelor of Business (Accounting), and a Masters in Applied Finance.

Her outstanding service to clients has earned her numerous accolades and prestigious positions on boards and committees, including Securitor Financial Group’s National Advisory Council, Deakin University Department of Accounting Advisory Board, and the Future2 Foundation Board. Anne is also the co-founder and past CEO of Story Wealth.

Reflecting on her new role, Anne Graham stated: “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. This move allows me to concentrate on my clients without the demands of running a business.” 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.”

Paul Kearney, Founder and CEO of Kearney Group, expressed his 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.

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