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McPherson & Associates Pty Ltd Established – 1999

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.

The McPherson Group Restructure – 2004

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.

Return to McPherson & Associates Pty Ltd Financial Planning – 2017

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.

Professional Service Business Network

We work with a network of professional service business’ for matters relating to your circumstances which are outside our area of expertise.

We also liaise with your existing professional advisers to ensure our financial plan is consistent with the approach to your overall affairs.

Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.