07 3833 3100
  • Blake Stone
    DIRECTOR / FINANCIAL PLANNER

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    Blake Stone

    DIRECTOR / FINANCIAL PLANNER

    B.Bus (Accy & Fin), DFP, CFP®, CPA

    Blake is committed to helping clients improve their financial wellbeing by providing tailored financial planning solutions.

    Blake advises clients on a broad range of financial planning matters and has developed specialist knowledge in tax structuring, superannuation, investment strategies and life insurance (wealth protection).  Since joining McPherson & Associates in 2005, Blake has also attained his Certified Financial Planner® and Certified Practising Accountant qualifications.

    “Outside the office, I love the great outdoors.  Camping, rogaining and mountain biking are some of my preferred weekend escapes.   When home, I lead a simple life with my loving wife Hannah and our cat-dog Jessie.”

  • Sara Stephens
    DIRECTOR / FINANCIAL PLANNER

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    Sara Stephens

    DIRECTOR / FINANCIAL PLANNER

    B.Bus (Accy), DFP, Adv DFP, CFP®, Comm Dec, Registered Tax Agent

    Developing long term, comprehensive lifestyle and financial strategies, with sufficient flexibility to deal with all life’s changes, is Sara’s focus in ensuring clients achieve their objectives.

    Sara’s specialist expertise in estate planning and aged care strategies, together with her broad knowledge of superannuation, taxation and investment strategies, enables her to provide a holistic financial planning service, with strategies tailored to a client’s individual circumstances.

    “I’m a foodie at heart and love nothing better than travelling with food and a splash of adventure in the back of my mind – returning home and transforming local and ingredients from afar into meals fit for a crowd are a rather pleasant way of winding down and relaxing!”

  • Allan McPherson
    DIRECTOR / FINANCIAL PLANNER

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    Allan McPherson

    DIRECTOR / FINANCIAL PLANNER

    B.Bus (Accy), CFP®, Registered Tax Agent

    Allan founded McPherson & Associates in 1999.  Since then, he has focused on developing tailored financial, investment and superannuation strategies, for both individual clients and other professional advisers.

    Prior to this, Allan worked for the Australian Taxation Office, as a tax consultant at a large Brisbane accounting firm and was a founder of Ellwood Barry McPherson.

    Allan is known and respected for his contribution to the Queensland financial services industry and continues his involvement in providing advice to McPherson & Associates clients, together with mentoring the business’ next generation.

    “Tennis, red wine and champagne continue to be my long-term loves, although as I transition to retirement, my time is increasingly spent with family, especially my granddaughters, and friends, whilst also attending to my new loves – a well-manicured lawn and a couple of timber boats.”

  • Nicole Phillips
    CLIENT RELATIONSHIP MANAGER

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    Nicole Phillips

    CLIENT RELATIONSHIP MANAGER

    Since joining McPherson & Associates in 2008, Nicole has transitioned from Receptionist to our Client Relationship Manager.

    Nicole assists new and existing clients with a variety of financial planning service matters.  With her detailed knowledge of our business’ approach to providing financial planning, Nicole ensures our services are delivered successfully every step of the way.

    Within our financial planning team, Nicole manages a variety of internal processes and is invaluable with her high attention to detail, together with her cool, calm and collected approach.  This ensures our financial planning services are delivered with efficiency and in a professional and friendly manner.

  • Katy Bramich
    CLIENT SERVICE OFFICER

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    Katy Bramich

    CLIENT SERVICE OFFICER

    With 20 years’ experience in financial services administration, Katy joined McPherson Group in May 2018 as Client Service Officer.

    Katy works with the financial planning team to ensure our advice and services are delivered in an efficient, friendly and professional manner.

  • Lisa Paterson
    OFFICE MANAGER

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    Lisa Paterson

    OFFICE MANAGER

    Lisa’s highly organised approach results in the business operating smoothly and ensures the lights don’t go out!

    Being a team member since 2003, Lisa’s knowledge and experience within our business is invaluable.

    “I love to travel but there just never seems to be enough time – so many places to go.  Downtime is spent reading or with friends enjoying concerts, theatre, a great meal or just a coffee.  Time with my  young adult children always tops my list.”

  • Tristan Balderson
    PARAPLANNER

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    Tristan Balderson

    PARAPLANNER

    M Fin Plan, DFP, AFP®

    Tristan has worked within financial services since 2003 and has a broad range of experience across banking, general insurance, investment banking and superannuation.

    Having recently completed his Master of Financial Planning and commenced with McPherson & Associates he is eager to apply what he has learnt.

    “In my spare time I enjoy photography and travel.  Exploring an unfamiliar place, trying an unknown food, or attempting a different language always keeps life exciting.”

  • Kate Gallagher
    PARAPLANNER

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    Kate Gallagher

    PARAPLANNER

    B.Com/B.Sc

    Kate joined McPherson & Associates as an undergraduate Accountant in 2016, whilst completing her Bachelor of Business (Accy & Psychology), with her role transitioning to paraplanner in early 2019.

    As Kate increases her knowledge and expertise as a paraplanner, she will be directly involved with the financial planners in conducting technical research, modelling strategies and in the preparation of comprehensive advice documents.

    I love being near the water, so driving down the coast and heading to the beach is an ideal day for me. On the weekends I also enjoy relaxing with a book, seeing live music or having a cocktail on a Sunday afternoon with my friends.

  • Jordi Montaner
    PARAPLANNER

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    Jordi Montaner

    PARAPLANNER

    With a keen interest in everything finance – and whilst completing his Bachelor of Advanced Finance and Economics (Fin & Econ) – Jordi joined McPherson & Associates in October 2017 as a Client Support Officer, with his position evolving in early 2019 to paraplanner.

    Jordi’s paraplanner role incorporates working closely with the financial planners, conducting technical research, modelling strategies and preparing comprehensive advice documents.

    “When I’m not working or studying you’ll find me scooting from one adventure to the next – as fast as possible! Next on the bucket list is being trackside at a Formula One race, trekking the Himalayas in Nepal, and a Rally tour across Scotland!”

  • Gary Wakefield
    SENIOR TAX ACCOUNTANT

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    Gary Wakefield

    SENIOR TAX ACCOUNTANT

    B.Com, CA, Tax Agent, Comm Dec

    With 45 years’ experience as a chartered accountant and registered tax agent, working across accounting, taxation and business services, Gary has provided the financial planning team with technical support since 2012, ensuring that strategies developed for clients consider all relevant taxation and compliance consequences.

    “As I live on acreage, a lot of my time when not at work is spent on maintaining the lawns and gardens. Each day, I enjoy feeding the birds – magpies, butcher birds, lorikeets and kookaburras, plus the odd crow hangs around. I also take a keen interest in world affairs – always watch the world news on Foxtel each night and read the newspapers each day. I love rugby league and follow the Broncos. I played for Souths in Brisbane.”

  • Jan Golinski
    CLIENT SERVICE OFFICER

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    Jan Golinski

    CLIENT SERVICE OFFICER

    Jan works in the team assisting with general office tasks to ensure our clients are serviced efficiently.  

    “Outside the office I enjoy exploring the country in my caravan and spending time with my grandchildren.”

     

  • Nacho
    CHIEF HAPPINESS OFFICER

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    Nacho

    CHIEF HAPPINESS OFFICER

    McPherson & Associates supports Smartpups by fostering young dogs whilst they progress through their support and service dog training – before being delivered to a family with a special needs child.

    Our Smartpups are always so happy – others can’t help but be happy too – even with the dog hairs on your trousers!

    We are proud of and grateful for our association with Smartpups as our foster dogs bring smiles to the faces of all those they meet.

Early planning is key to
achieving your objectives.

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

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