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
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, together with her knowledge of superannuation, taxation, investment strategies and life insurance, enables her to provide a holistic financial planning service, with strategies tailored to 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 Financial Planner within our client advice team.
With a passion for helping clients achieve financial confidence, Kate works closely with individuals and families to develop tailored financial strategies aligned with their objectives and values. Drawing on her experience in financial planning, Kate provides advice across areas including wealth creation, retirement planning, superannuation, life insurance and cash flow management.
Kate joined McPherson & Associates as an undergraduate Accountant in 2016, with her financial planning studies subsequently completed. Kate’s education in accounting, psychology and financial planning provide a comprehensive knowledge base for developing financial plans and engaging with client to assist them achieving 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 (Accountancy)
Anthony is a Provisional Financial Planner within our client advice team.
As a Provisional Financial Planner, Anthony provides advice directly to clients under the supervision of our financial planners while completing his Professional Year. Anthony also works closely with our financial planners, conducting technical research, modelling strategies, preparing comprehensive advice documents and attending meetings.
“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.”
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.”
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.
Tracy is a dedicated Client Service Officer who plays a key role in supporting both our clients and financial planners. Her role requires a strong focus on providing exceptional service, whilst assisting with client administration, appointment coordination, document preparation and ongoing client communication to ensure a seamless advice experience. With her industry experience, Tracy ensures our services are delivered successfully right through to completion.
Within our financial planning team, Tracy is responsible for various reporting requirements, together with ensuring our processes when engaging with financial institutions and managers are implemented as efficiently as possible.
“I love to sew, and I make most of my own clothes, which is a great excuse to fill my wardrobe with exactly what I love to wear – which often involves a lot of leopard print garments! I’ve been learning English country dancing for several years and also use my sewing skills to create my own Regency-style outfits for performances and events.
When I’m not at the sewing machine, I enjoy relaxing on the couch with a good book, or getting a few good scares watching horror movies.”
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.”
As our Bookkeeper, Sharaya plays an important role in maintaining accurate records and supporting the smooth operation of the business. With a strong attention to detail and a commitment to accuracy, Sharaya manages our financial administration and reports to ensure business processes efficiency and compliance.
Sharaya works closely with Directors and support staff to provide a professional client experience, with a focus on delivering reliable financial information, maintaining high standards of confidentiality, and contributing to the overall success of the business and clients.
BBus (Accy)
Allan founded McPherson & Associates in 1999. Since then, he focused on developing tailored financial, investment and superannuation strategies for both individuals client 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
“Travel, tennis, red wine, champagne and keeping fit continue to be my long term loves in retirement. Spending time with my family, especially my grandchildren, together with friends, both near and far, keep me busy – as does my manicured lawn and ever-evolving vegetable garden!”
