Anne Graham in

Anne Graham

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Partner- Integrated Advice Private Wealth at Kearney Group
📍 Cremorne, Victoria, Australia

Anne Graham is a Partner at Kearney Group with over 30 years of experience as a Certified Financial Planner® and Certified Practising Accountant. Holding a Masters in Applied Finance, she is recognized as one of Australias top advisers, evidenced by numerous accolades including Barrons Top 50 Financial Advisers.

Outside of work, Anne is an avid reader, hiker, and knitter who also enjoys solving New York Times puzzles and sharing a nice red wine with friends and family. She is passionate about challenging herself, having summited Mt Kilimanjaro to raise funds for the Future2 Foundation.

After co-founding and leading her own firm, she joined Kearney Group to focus on advising clients and mentoring the next generation of financial planners.

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Experience
10 Years
Current Role
Partner- Integrated Advice Private Wealth
Location
Cremorne, Victoria, Australia
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Anne cares about

Mentoring Advisers
Upon joining Kearney Group, she explicitly stated a desire to refocus on mentoring the next generation of financial advisers.
Hiking & Mountaineering
An enthusiastic hiker, she climbed Mt Kilimanjaro and raised $28, 000 for the Future2 Foundation, demonstrating a blend of personal challenge and community support.
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Career

Work history

9-2024
Partner- Integrated Advice Private Wealth
Kearney Group
8-2016 - 9-2024
CEO | Award Winning Financial Planner | Making Retirement a Reality
Story Wealth Management
12-2019
Director/Trustee
Future2 Foundation
7-2019
Authorised Rep
Securitor Financial Group
6-2015 - 2-2018
Advisory Board Member - Dept of Accounting
Deakin University
In the press

Media appearances

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Education
2020 - 10-2020
Behavioural Finance
Behavioural Finance Australia
2015 - 2015
Chief Executives Forum
The Wharton School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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