Anne Graham CFP®

Anne Graham CFP®

About Me

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.

Areas of Focus

  • Cashflow management
  • Debt management
  • Investments
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Imagineering Fs Pty Ltd
CERTIFIED FINANCIAL PLANNER®