About Us


Financial Planning and Investment Specialists

McPherson Investment Consulting Pty Ltd is a privately owned and managed financial planning business.

McPherson Investment Consulting is part of the McPherson Group.  Please see below for information about the establishment of the McPherson Group and the expertise offered.

At McPherson Investment Consulting we focus on providing tailored financial planning services to our clients, and you may be interested in all, or only some, aspects of our services. We will work with you to identify your needs and agree how we are able to best help you.

We pride ourselves on the quality of our work and aim to build long-term relationships as we address the financial issues, challenges and opportunities presented over time.

We look forward to working with you.

 

Team Profile

Our team members are as follows:

Allan McPherson  
Blake Stone  
Sara Stephens  
Katy Bramich  
Anneleis Forsythe  
Kate Gallagher  
Luke Huang  
Jordi Montaner  
Lisa Paterson  
Nicole Phillips  
Gary Wakefield  

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The McPherson Group
Our Structure

The McPherson Group comprises the following specialist companies:

The teams within each of these companies possess the independent expertise to provide specific outcomes for clients in their area of speciality. Working together, the McPherson Group achieves comprehensive superannuation and investment solutions for clients.

Our Background

Allan McPherson established the founding firm of McPherson & Associates Pty Ltd in 1999, specialising in superannuation and financial planning advice. The McPherson & Associates' team developed a reputation for providing superior client solutions to trustees of self managed superannuation funds and individual investors, and for providing practical specialist technical support to other accountants and advisers.

To allow the business to grow and to provide a more tailored service to our clients, McPherson & Associates Pty Ltd was restructured on 1 July 2004 into the McPherson Group.  At that time the McPherson Group comprised McPherson & Associates Pty Ltd (Financial Planning), McPherson Super Consulting Pty Ltd (Superannuation Consulting and Technical Support) and McPherson Super Administration Pty Ltd (Self Managed Superannuation Fund Administration).

The McPherson Group was further restructured on 1 July 2010 to add McPherson Investment Consulting Pty Ltd to provide Financial Planning services.

In 2011 McPherson Super Administration Pty Ltd, the self managed fund administration arm of the group, was sold.

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McPherson & Associates Pty Ltd
Australian Financial Services Licensee

McPherson & Associates Pty Ltd holds an Australian Financial Services Licence (AFSL 229883).

McPherson Investment Consulting Pty Ltd is authorised under this AFSL to provide financial services, and provides such services as a corporate Authorised Representative (Authorised Representative Number 363668).

 


Team Profiles

Allan McPherson

Director / Financial Planner
Allan's background is originally in tax, having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice.

In 1988, Allan recognised the growing need for an organisation specialising in superannuation and financial planning and was a founding director of Ellwood Barry McPherson Pty Ltd. In 1999, McPherson & Associates Pty Ltd was established to focus more on specific strategy development.

Allan is a Director of McPherson & Associates Pty Ltd and a Director and Authorised Representative of McPherson Investment Consulting Pty Ltd. 

Allan is well known in the industry for his development of retirement and superannuation related strategies. Allan also provides investment and financial planning advice to trustees of self managed superannuation funds and individual clients.

Allan has a wealth of experience in lecturing on taxation and super law for the various Queensland universities. Allan is also a regular presenter of papers and workshops for the many accountancy firms and professional bodies in Queensland.

Professional Qualifications
Bachelor of Business (Accountancy)
Chartered Tax Adviser, The Tax Institute
Certified Financial Planner®
Registered Tax Agent
Associate, Financial Planning Association of Australia

Phone: 07 3833 3100
Email:

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Blake Stone

Financial Planner

McPherson Investment Consulting Pty Ltd
Blake is a Certfied Financial Planner® with over 13 years' experience in the financial services Industry. 

Blake is passionate about providing quality and comprehensive advice with the aim of ensuring clients achieve their individual financial and lifestyle goals.  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).

Blake joined the McPherson Group in 2005.  Initially a member of the SMSF accounting team, he has a strong background in tax matters which assists with the provision of holistic financial planning advice.

Since becoming a financial planner, Blake has completed the Financial Planning Association of Australia's Certified Financial Planner certification program, to compliment his existing CPA accounting qualification.

Professional Qualifications

Bachelor of Business (Accounting & Finance)

Diploma of Financial Services

Certified Financial Planner®

Member, CPA Australia

Member, Financial Planning Association of Australia

Authorised Representative, McPherson Investment Consulting Pty Ltd

Phone: 07 3833 3100
Email: 

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Sara Stephens

Financial Planner

McPherson Investment Consulting Pty Ltd
Sara joined the McPherson Group in 2003 and has worked in the financial services industry for over 16 years.

Since joining the McPherson Group, Sara's interests have seen her transition from being a SMSF accountant to holding the role as financial planner within our financial planning team.

Sara is dedicated to developing long term strategies which are comprehensive, yet flexible enough to deal with changing circumstances, to ensure clients are able to meet their lifestyle and financial objectives over the long term.  Sara advises on a broad range of financial planning matters and has developed specialist knowledge in superannuation and investment strategies, whilst applying a special focus on estate planning and aged care strategies.

Sara is committed to continuously improving her knowledge and is currently completing the Certified Financial Planner certification program with the Financial Planning Association of Australia.

Professional Qualifications

Bachelor of Business (Accountancy)
Diploma of Financial Services

Advanced Diploma of Financial Services

Member, Financial Planning Association of Australia
Commissioner for Declarations

Authorised Representative, McPherson Investment Consulting Pty Ltd

Phone: 07 3833 3100
Email:   

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Katy Bramich

Client Service Officer

McPherson Investment Consulting Pty Ltd
Katy joined McPherson Group in May 2018 as Client Service Officer. 

Katy forms part of the financial planning team that ensures all clients are served in a friendly, professional and efficient manner.

Phone: 07 3833 3100
Email:   

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Anneleis Forsythe

Client Service Officer

McPherson Investment Consulting Pty Ltd
Anneleis joined the McPherson Group in June 2016 to provide support to the McPherson Investment Consulting financial planning team.

Anneleis' role predominantly involves management and implementation of ongoing services to existing financial planning clients, including supporting the financial planning team with preparation of annual review advice documents.

Her role also encompasses tasks relating to implementation of the broader range of financial planning services which we provide to clients.

Anneleis is currently enrolled in a Diploma of Business Administration, which will assist with her involvement in the development of internal administration procedures, standards and templates.

Phone: 07 3833 3100
Email:   

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Kate Gallagher

Client Service Officer

McPherson Investment Consulting Pty Ltd
Kate joined the McPherson Group in 2016 and is completing her university degree, majoring in accounting and psychology.

Kate's role involves support to the financial planning team, together with support to the taxation and compliance team of McPherson Estate Administation.

Kate provides a high quality support service to the financial planning team which includes assistance with a variety of tasks required throughout the financial planning process.

Phone: 07 3833 3100
Email: 

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Luke Huang

Paraplanner

McPherson Investment Consulting Pty Ltd
Luke joined McPherson Group at the beginning of 2017 and has worked in the financial services sector for more than seven years.

Luke’s role as Paraplanner involves conducting technical research, strategy modelling and preparation of comprehensive advice statements for financial planning clients to help understand their options to achieve their goals.

Professional Qualifications
Bachelor of Industrial Design (Marketing)
Diploma of Financial Planning
Advanced Diploma of Financial Planning

 

Phone: 07 3833 3100
Email:   

 

 

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Jordi Montaner

 

Client Service Officer
Jordi joined McPherson Group in October 2017 and is completing a degree at The University of Queensland, majoring in finance and economics.

Jordi supports the financial planning team to deliver ongoing advice to clients, with the industry experience being gained complimenting his studies. 

 

Phone: 07 3833 3100
Email:   


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Nicole Phillips

Client Relationship Manager

McPherson Investment Consulting Pty Ltd
Nicole joined the McPherson Group in June 2008 as receptionist whilst also providing support to the McPherson Investment Consulting financial planning team.

Nicole's role has developed further as the business has grown with her current role of Personal Assistant to Blake Stone and Sara Stephens, being integrated with her continued support of the financial planning team.

Nicole provides a high quality service to all new and existing financial planning clients, including assisting the financial planning team with the preparation of advice documents, together with implementation and management of the financial planning process.

Phone: 07 3833 3100
Email:   


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Lisa Paterson

Office Manager

McPherson Investment Consulting Pty Ltd
Lisa commenced at the McPherson Group in early 2003 and works part time as Office Manager for McPherson Investment Consulting and other McPherson Group entities. She is responsible for accounts payable and receivable and all personnel matters.

Phone: 07 3833 3100
Email:   

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Gary Wakefield

Group Accountant
Gary is a chartered accountant and registered tax agent with more than 40 years’ experience providing accounting, taxation and business services advice.

Previously a partner in a larger accounting practice, Gary joined McPherson Group in 2012 and is our company accountant.  In addition, he provides taxation services to McPherson Estate Administration Pty Ltd clients.

Gary works closely with the financial planners to ensure tax and compliance issues are appropriately considered when developing financial advice strategies for clients.

 

Professional Qualifications

Chartered Accountant – CA ANZ
Bachelor of Commerce – University of Queensland
Individual Tax  Agent Registration
Chartered Tax Adviser – Taxation Institute of Australia
Commissioner for Declarations

Phone: 07 3833 3100
Email:  

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