Allan McPherson established McPherson & Associates Pty Ltd in 1999, which specialised in superannuation and financial planning advice. The McPherson & Associates’ team developed a reputation for providing superior client solutions to self-managed superannuation fund and individual investors, together with practical, specialist technical support to accountants and advisers.
To enable the different streams of the business to grow and remain specialists in the disciplines of financial planning, superannuation consulting, education and training and self-managed superannuation administration, the firm restructured into The McPherson Group.
Given the journey of each individual business unit, The McPherson Group has now returned to being known as McPherson & Associates Pty Ltd, with a focus on again providing specialist and high-quality financial planning advice services.