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Angus McQueen

Founder & Executive Chairman

CONTACT DETAILS


ROLE

Strategy
Client relationships
Various board appointments (McQueen Financial Group, McQueen General Insurance, McQueen Lending, Ragg Weir Financial Services, Pacat Wisdom, TFS Operations, Tvision)

EDUCATION

Certificate IV in Finance and Mortgage Broking
Self-Managed Superannuation Funds
Certified Real Estate Agent
Diploma of Corporate Directors
Advanced Diploma of Financial Services
Diploma of Financial Services (Financial Planning)
Certificate of Competency (Finance)

A
ngus founded McQueen Group  in 1994 and is our Executive Chairman.
Angus was Prudential Victorian adviser of the year in 1998, and finalist in the Association of Financial Advisers ‘Adviser of the Year’ in 2007 and 2010.

 

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Nick Gunner

Partner

CONTACT DETAILS


ROLE

Strategic advice
Investment committee

EDUCATION

Self-Managed Superannuation Funds
Diploma of Financial Services (Financial Planning)
Bachelor of Arts (Law)

N
ick is a passionate and dedicated Partner and Financial Adviser at McQueen Group.
Nick has been with the company since 2003. He has over 20 years of experience in the finance industry, much of that in institutional stockbroking, so brings deep experience in investment markets to our clients.
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Nowaki McQueen-Tokita

Partner

CONTACT DETAILS


ROLE

Strategic advice
Client relationships
Investment committee
Project management

EDUCATION

Self-Managed Superannuation Funds
Diploma of Financial Services (Financial Planning)

N
owaki loves numbers and people. He analyses numbers and trends when constructing advice, but boils that work down to simple outcomes, take outs and targets.
Nowaki has been with the company since 2004. A keen mathematician who loves interacting with people, Nowaki’s expertise is to help his clients clarify financial goals and execute them by creating and analysing detailed modelling based on these goals.
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Junella Chong

Senior Associate

CONTACT DETAILS


ROLE

Insurance strategy
Qualitative and quantitative insurance research
Insurance needs analysis

EDUCATION

Bachelor of Business (Accounting)
Master of Business (Banking and Finance)

J
unella is the McQueen Insurance Specialist and heads up our insurance team.

Junella’s core role involves assisting our advisers in their work with clients to determine the level of insurance they require, and obtaining the best possible cover.

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Keryn Batsilas

Senior Associate

CONTACT DETAILS


ROLE

Strategic advice
Client relationships
Investment committee
Project management

EDUCATION

Bachelor of Applied Science (Health Promotion & Marketing)
Advanced Diploma Financial Planning
Self-Managed Superannuation Fund

AWARDS

Finalist IFA Multi Service Practitioner of The Year 2014
Top 10 AFA Rising Star Award 2014

K
eryn joined McQueen at the beginning of 2015 she is passionate about financial advice and education.
Keryn enjoys helping people get on top of their finances to get what they want in life, through open discussions she will help you map your goals and put the financial strategies in place to achieve them. Read More

Kristina Low

Senior Associate

CONTACT DETAILS


ROLE

Strategic advice
Client relationships
Investment committee
Project management

EDUCATION

Certified Financial Planner
Margin Lending
Graduate Diploma of Financial Planning
Diploma of Financial Services
Bachelor of Commerce (Economics/Finance)

K
ristina loves to focus her knowledge on helping people live the life they want to live.

Kristina joined McQueen Group in 2013. As a Certified Financial Planner® Kristina has detailed technical knowledge of all facets of financial planning across interconnecting disciplines and skill sets.

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Alex Lee

Associate

CONTACT DETAILS


ROLE

Strategic advice
Client services

EDUCATION

Bachelor of Business (Financial Planning, Finance, Economics and International Trade)
Advanced Diploma of Financial Planning

 

A
lex aspires to forge a career as a financial adviser offering quality and concise advice to clients.

Alex joined the McQueen team over one year ago, but has been immersed in the financial services industry for over 5 years.

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Sasri Priyono

Associate

CONTACT DETAILS


ROLE

Strategic advice implementation
Client services
Paraplanning
Project management

EDUCATION

Diploma of Financial Planning
Bachelor of Commerce
Bachelor of Economics

W

ith her client services and marketing background, Sasri joined McQueen in 2014.

Sasri joined McQueen as a graduate in 2014 after spending some time working in the marketing industry, specialising in financial services, upon graduating from The University of Melbourne.

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Simone Kosior

Junior Associate

CONTACT DETAILS


ROLE

Strategic advice implementation
Client Services
Paraplanning
Junior Accounting Associate

EDUCATION

Bachelor of Commerce (Accounting/Strategic Management and Organisation)

S
imone joined McQueen Group in 2014 and quickly fell in love with the financial services industry.
Simone joined McQueen Group in 2014 after completing her graduate studies at the University of Alberta in her hometown of Edmonton, Canada.

 

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Sarah White

Client Concierge & Co-ordinator

CONTACT DETAILS


ROLE

Client services
Front of house
Events management

EDUCATION


Certificate III & Certificate IV in Business Administration

S
arah is passionate about providing the best possible client experience.

Sarah is the Client Concierge for McQueen Group. She acts as the first point of contact for our clients and has extensive experience in client services.

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