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!”
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.”
Grad Dip Bus (Financial Planning), BCom (Accounting) / BSc (Psychology)
Kate is a paraplanner within our client advice team. Kate works closely with clients and the 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 has since transitioned into the field of financial advice and has completed formal study on her path to being a financial planner. Following completion of her formal studies, Kate is currently undertaking her financial planning Professional Year (PY).
“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.”
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.”
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 adult children always tops my list.”
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.”