BBus (Accounting & Finance), CFP®, CPA, Dip.FS(FP)
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 and spending time with my family. Camping, rogaining and mountain biking are some of my preferred weekend escapes.”
BBus (Accy), Dip.FP, Adv Dip.FP, CFP®, C.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!”
Grad Dip Bus (Financial Planning), BCom (Accounting) / BSc (Psychology)
Kate is a Provisional Financial Planner within our client advice team. As a Provisional Financial Planner, Kate provides advice directly to clients under the supervision of our financial planners while completing her Professional Year. Kate also works closely with our other financial planners, conducting technical research, modelling strategies, preparing comprehensive advice documents and attending meetings.
Kate joined McPherson & Associates as an undergraduate Accountant in 2016. Kate then completed her financial planning studies in 2022. Kate’s education in accounting, psychology and financial planning provide a comprehensive knowledge base for developing financial plans and helping clients achieve their objectives.
“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.”
BBus (Financial Planning)
Rachael is a member of our paraplanning team. Rachael works closely with the financial planners, conducting technical research, modelling strategies and preparing comprehensive advice documents. Rachael has completed a Bachelor of Business, majoring in Financial Planning, with the intention to further her knowledge by commencing the Financial Planner Professional Year requirements in due course.
“On the weekends I like finding new brunch spots, going out for dinner and drinks with friends or heading down to the beach. But I also enjoy spending time at home, especially with my dog (crunchy) and taking him for a walk or just relaxing and playing video games.”
BBus (Accountancy)
As a Paraplanner, Anthony conducts technical research, models and monitors financial strategies, and prepares comprehensive advice documents.
Anthony joined our team in 2023 and is furthering his knowledge by completing a Graduate Diploma of Financial Planning.
“I enjoy spending time with family and friends. My hobbies include reading, listening to music, waiting for the Broncos to win another premiership, and figuring out how to hit a golf ball.”
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.
Rosie focuses on the implementation of financial plans, including the lodgement and follow up of documentation. Rosie has supported financial planning clients across a number of positions for more than 15 years and brings to our team a wealth of knowledge and a contagiously positive attitude.
My weekends are spent unwinding with my husband and our pooch Sophie. When I am not cultivating my collection of succulents and other plants, we love the beach, kayaking and riding the motorbike. I also enjoy making desserts and baking cakes, pies and pastries.
Susie’s role predominantly involves supporting the financial planning team through the management and monitoring of our regular financial strategy and investment portfolio review process.
As a team member since February 2020, Susie brings a compliance focussed approach to our review process. With her high attention to detail and problem solving skills our reviews are conducted comprehensively, with a clients’ circumstances and our compliance requirements appropriately considered.
“I’m a bit of a homebody by nature. My latest hobby is getting ever more potted plants for my apartment – I’m up to seven and I don’t intend to stop. But my favourite thing to do on a weekend is walk over to a local café and settle in with a book, a flat white and a slice of cake.”
BBus (Accy)
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 with McPherson & Associates by 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.”
