Anne Graham

Kearney Group

Platinum

26 Yrs Experience

Fitzroy, VIC 3065

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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.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 October 2022

Anne is thoroughly professional together with being extremely friendly, easy to talk to and informative. Her advice is always useful and very welcome.

4.50 October 2022

I (we) have been dealing with Anne and her staff for over 8 years following my retirement. Whatever the query or issue Anne has always been there to help and guide us to achieve our financial goals. The working relationship that we have developed over this time is greatly appreciated.

5.00 October 2022

Anne is simply amazing, not only with financial matters but she has incredible personal and people acumen to assist people in challenging times. Recently I had a life changing experience from a personal perspective and Anne was not only there from a financial perspective but also from a personal perspective. Anne is easily accessible and always takes time out to respond. Her advice is always considered, explained well and always has options with the details, implications and evidence behind it. Anne is quite simply a superstar...

5.00 October 2022

We have no hesitation in recommending Anne Graham to anyone. The combination of her warmth, experience, fee transparency and professional qualifications and standards make Anne an exemplar standard of what a financial adviser should be.

4.50 September 2020

I found Anne was very helpful with listening and advising me regards further management of my SMSF and also investment of savings. Anne assisted me greatly with negotiating with Dixon Advisory who had poorly managed my SMSF. This really did make my life easier and less stressful having her support.

Adviser status Platinum
Rating 4.93
Number of reviews 19
First year providing advice 1999
Years of experience 26
Highest qualification
- Master of Applied Finance
Language spoken
- English

Kearney Group

Suite 137, 425 Smith St
Fitzroy, VIC 3065

9:00am – 5:00pm Monday – Friday

Imagineering Fs Pty Ltd

AFSL 510873

Anne Graham

Kearney Group

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Kearney Group

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