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mcqueen group

LOOKING FOR YOUR NEXT CHAPTER?

If you're reading this, we already think you've built something special. We're always on the lookout for great businesses run by great people. If you're thinking about what comes next, let's have a chat.

ABOUT MCQUEEN GROUP

WE'VE BEEN BUILDING THINGS SINCE 1994

Here's the thing about us. We're not your typical corporate acquisition machine. We're a Melbourne and Brisbane-based group that genuinely strives for positive impact.

Over the past 30 years, we've learned that the best partnerships happen when the values of two parties coming together align. We're not interested in quick flips or dramatic overhauls. We're interested in taking great businesses and making them even better.

Whether you are looking for near term succession like retirement, or looking to join a growing business that has built out the requisite team and systems and have already gone through the usual growing pains, we would like to talk to you to see if our values and aspirations align.

If you are a business that prides itself on client relationships, then our values are already aligned - we'd love to talk.

MCQUEEN GROUP

Meet our team

Nowaki McQueen-Tokita

CEO & Senior Financial Adviser

Angus McQueen

Founder & Senior Financial Adviser

Nick Gunner

Senior Financial Adviser

Your success is our success

Why work with us?

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we actually get it

We've been in business for over 30 years. We understand what it takes to build something from scratch. That's why we approach every partnership with genuine respect for what you've created.

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your people matter

We're not coming in to clean house. Good people are hard to find, and if you've built a solid team, we are always looking to add to the McQueen family.

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You Stay...
You

The culture and values that made your business successful? We're here to add resources and expertise, not change what's already working.

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client
service

We pride ourselves on always evolving the client experience and never forget our old school values around client relationships.

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Smart Money, Smarter Support

Sure, we bring capital to the table. But we also bring decades of experience in making businesses run better, grow faster, and navigate challenges more smoothly.

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Connected Network

Join a family of successful businesses. Share ideas, collaborate on opportunities, and tap into a network that actually wants to see you succeed.

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We've Already Built What You Need

If you're looking to grow but know the next level requires investment in people, tech, systems, marketing, HR, or training - we've already built all of this. You can focus on what you love and do best: servicing your clients.

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OUR TRACK RECORD

VIEW SOME recent testimonials

Hear from our recent acquisition partners about their experience.

the numbers tell a story

Since 1994, we've partnered with 11 businesses. Here are a couple of examples:

what we're looking for

We're pretty straightforward about what catches our eye. If you're nodding along to most of these points, we should definitely talk.

your business probably:

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has been around long enough to weather a few storms

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has a solid reputation in your markeT

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has a great
client base

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is run by people who genuinely care about what they do

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you have built something your clients actually value

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your team knows what they're doing

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there's a clear path to growth

what really matters to us:

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you have built something your clients actually value

PLANNING RETIREMENT

and want your clients looked after by people who share your values

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your business probably:

READY TO GROW

but need the team, systems and resources to take it to the next level

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your business probably:

A SMALL TEAM

who've tried growing and realised it's harder and more expensive than expected

whether you're:

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

NO SURPRISES, NO DRAMA

HOW WE DO THINGS

We believe business deals should be straightforward. Here's how we typically approach things:

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WEEK 1-2: COFFEE AND CONVERSATION

Let's get to know each other. No pressure, no commitments. Just an honest chat about our businesses and the direction we could take them.

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WEEK 3-6: LOOKING UNDER THE HOOD

We do our homework (and you should do yours on us). This is where we both figure out if this goes further.

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WEEK 7-8: MAKING IT OFFICIAL

If we're both excited about moving forward, we work out the details that make sense for your situation.

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THE LONG HAUL: GROWING TOGETHER

The real work starts here. We roll up our sleeves and get to work on realising the benefits of our joining forces.

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

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

Let's TaLK

START YOUR NEXT CHAPTER

NOWAKI MCQUEEN-TOKITA
CEO

MELBOURNE

Level 21

357 Collins Street,

Melbourne VIC 3000

BRISBANE

Level 4

260 Queen Street,

Brisbane QLD 4000

READ OUR FINE PRINT

All Rights Reserved 2025. McQueen Financial Group is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only.

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