.png)
ABOUT
what seTs us apart
mcqueen group
our story
Founded in 1994 with a clear vision to put clients first, our firm was built on the belief that financial advice should do more than manage money, it should improve lives. We’re passionate about delivering personalised, ethical financial guidance while giving back to the communities we serve. Today, we’re proud to support hundreds of clients across Australia, staying true to our purpose: to create a profound impact in our clients' lives through financial strategies that fund their dreams, protect their loved ones, and build their legacy.
CELEBRATING over 30 years
OF MCQUEEN GROUP
Angus McQueen founds McQueen Group - Malvern Office
1994
TFS AFSL Formed (A McQueen, R Salter, K Owen, J Penhale & others)
1998
1996
Purchase of GL Knight & Associates and MK Batey Wangaratta
1999
Angus attends his first MDRT meeting in New Orleans
2010
TFS floats on ASX Count Plus LTD
Move to Toorak Corporate Business Centre
2000
- McQueen Accounting commences
- Junella Chong joins
2012
2006
- McQueen General Insurance commences & Craig Wells joins
- Kingsley Oldfield becomes CEO
2014
- Move to 21/357 Collins Street, Melbourne
- Sarah Astorino joins
- Senney Wang joins
- John Penhale merger
- Pacat Wisdom formed
- Move to 4/437 St Kilda Road
- Nowaki McQueen-Tokita Joins
- John Duguid becomes CEO
- Lakes Entrance Financial is established
2004
2003
Nick Gunner joins
First staff buy-in offered
2009
- Purchase into Ragg Weir, merger with Richard Salter business
- Purchase of Pacat Wisdom
- Alex Lee joins
- Makayla Beric joins
- Ben Warren joins
- McQueen invests into Armend Golf Course
2015
2016
Merger with Harvey Tarkaover
- McQueen Lending commences
- McQueen becomes major sponsor of Old Scotch Football Club
2017
2018
- McQueen board expanded and second staff buy-in offered
- Nowaki McQueen-Tokita becomes CEO
- McQueen Brisbane established and Ben Warren & Mitch Raabe join
- Purchase of Lakes Entrance Financial Planning
- Henry Dick joins
- Chris Jackson & Accurate Financial Merge with McQueen Accounting
- 25 Years of McQueen celebration
- Geoff Ogilvy Foundation established
- Shuro Shome joins
- Liz Shannon joins
2019
2020
- Kristopher Chapman joins
- Alex Whetton joins
- McQueen becomes major sponsor of Camberwell Magpies Cricket Club
- Official Launch of our app - McQueen Connect
Launch of our Digital Wealth Strategic Dashboard
2021
2022
Junella Chong celebrates 10-year McQueen anniversary
-McQueen receives “Great Place to Work” certification
- Nick Gunner celebrates 20-year McQueen anniversary
- Peter Worn appointed Independent Chairperson of McQueen Group
2023
2024
- Elena Kuzmina joins the team
- Acquisition of Merit Wealth North Brisbane
- Acquisition of Wise Group Financial Planning
- Sarah Astorino celebrates 10-year McQueen anniversary
- Nowaki McQueen-Tokia Celebrates 20-year McQueen anniversary
- McQueen Group celebrates 30-year anniversary
1994
Angus McQueen founds McQueen Group - Malvern office
1996
Purchase of GL Knight & Associates and MK Batey Wangaratta
1998
TFS ASFL formed; A McQueen, R Salter, K Owen, J Penhale & others
1999
Angus attends his first MDRT meeting in New Orleans
2000
Move to Toorak Corporate Business Centre
2003
Nick Gunner joins
2004
John Penhale merger
Pacat Wisdom formed
Move to 4/437 St Kilda Road
Nowaki McQueen-Tokita joins
John Duguid becomes CEO
Lakes Entrance Financial becomes established
2006
McQueen General Insurance commences and Craig Wells joins
Kingsley Oldfield becomes CEO
2009
First staff buy in offered
2010
TFS floats on the ASX Count plus LTD
2012
McQueen Accounting commences
Junella Chong joins
2014
Move to 21/357 Collins Street, Melbourne
Sarah Astorino joins
Senney Wang joins
2015
Purchase into Wagg Rier, merger with Richard Salter business
Purchase of Pacat Wisdom
Alex Lee, Makayla Beric & Ben Warren join
McQueen invest in Armend Golf Course
2016
Merger with Harvey Tartakover
2017
McQueen Lending commences
McQueen becomes major sponsor of Old Scotch Football Club
2018
McQueen board expanded and second staff buy-in offered
Nowaki McQueen-Tokita becomes CEO
McQueen Brisbane established and Ben Warren & Mitch Raabe join
Purchase of Lakes Entrance Financial Planning
Henry Dick joins
2019
Chris Jackson & Accurate Financial merge with McQueen Accounting
25 years of McQueen celebration
Geoff Ogilvy Foundation established
Shuro Shome joins
Liz Shannon joins
2020
Kristopher Chapman joins
Alex Whetton joins
McQueen becomes major sponsor of Camberwell Magpies Cricket Club
Official launch of our app, McQueen Connect
2021
Launch of our Digital Wealth Strategic Dashboard
2022
Junella Chong celebrates 10 year McQueen anniversary
2023
McQueen received 'Best Place to Work' certification
Nick Gunner celebrates 20 year McQueen anniversary
Peter Worn appointed Independent Chairperson of McQueen
2024
Elena Kuzmina joins the team
Acquisition of Merit Wealth North Brisbane Pty Ltd
Acquisition of Wise Group Financial Planning Pty Ltd
Sarah Astorino celebrates 10 year McQueen anniversary
Nowaki McQueen-Tokita celebrates 20 year McQueen anniversary
McQueen celebrates 30 year anniversary
the mcqueen difference
our vision
To forge Australia's most impactful financial services firm – not measured by size, but by the strength of the futures we build, the depth of relationships we nurture, and the transformative difference we make in our clients' lives.
DEEP UNDERSTANDING
We take the time to really get to know you and your goals
PROACTIVE APPROACH
We anticipate needs and spot opportunities others might miss
INTEGRATED EXPERTISE
Our team collaborates seamlessly across services
CLEAR COMMUNICATION
Complex financial concepts, explained simply
INNOVATION FOCUSED
Constantly evolving to serve you better
what makes us different?
WE'RE INDEPENDENT - AND PROUD OF IT
Being privately owned means we can focus on what really matters – you. No hidden agendas, no product pushing, just straightforward advice tailored to your needs.
Deep Specialists, Not Surface Generalists
Our team includes experts in SMSF management, business succession, and wealth transfer. When your situation demands specialised knowledge, you don't get a referral, you get immediate access to our in-house experts.
HIgh-tech, High-TOUCH
Our McQueen Connect platform delivers sophisticated financial intelligence without sacrificing the human connection. This isn't about replacing relationships with algorithms, it's about enhancing them.
Refined and proven through three decades of experience
We've navigated the dotcom crash, the GFC, COVID market shocks, and countless legislative changes. This isn't theoretical expertise. It's real-world financial experience.
9.57 / 10
Average rating of overall "McQueen Experience"
57
Clients tracking their finances through our Digital Strategic Dashboard
$0
Spent on advertising
60%
Business growth from client referral
the mcqueen difference
COMMUNITY IMPACT
We believe in giving back to the communities that have supported us. Through partnerships with organisations like the Old Scotch Football Club, Camberwell Magpies Cricket Club and various local initiatives, we're proud to play our part in building stronger communities.
McQueen have been taking care of our family for many years and have become our trusted, reliable and knowledgeable experts to assist with our family's changing needs over the years.
F. Rankin
A friendly team that is completely on top of all financial issues a family could face, and are armed with the solutions.
J. Tomkins
Senny Wang and the team at McQueen Group help make superannuation and other related aspects of financial planning easily understandable for me. They've been my trusted advisors over many years, and are extremely knowledgeable, as well as always providing a very professional and personalised service.
T. Moloney
testimonials