Anne Graham

Trailblazer
DISC Type : ID

Partner- Integrated Advice Private Wealth at Kearney Group

Cremorne, Victoria, Australia

Overview

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.

Personality Overview

Achievement-Oriented

Persuasive

Informal

They will bat for you if they come to believe in you.  They like to keep things under control. They are more likely to be open to unproven but exciting technologies.

Topics They Care 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.
Lifelong Learning
Anne has won multiple awards for her commitment to education in the finance industry and is an advocate for continued professional development.

Media Appearances

Anne has no verified media appearances

Work History

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

Education

2020 - 10-2020
Behavioural Finance from Behavioural Finance Australia
2015 - 2015
Chief Executives Forum from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Cremorne, Victoria, Australia Job Level : N/A Designation : Partner- Integrated Advice Private Wealth at Kearney Group
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Insights For Selling To Anne

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • Build a trustworthy relationship while keeping the product center-stage
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Do not look like someone who doesn’t know what they are talking about
  • Don’t hesitate from asking questions or pushing them, but take a friendly approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anne is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Anne

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Anne move?

  • They can make decisions quickly if they develop trust in you and conviction in the product.
  • Can Anne take some risk or not?

  • They can take risks if necessary.

You And Anne

Personality Compatibility


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