Angus McLaughlin
Client Relationship Manager
BFin
“Helping people achieve the life they want to live is rewarding and good for the soul. We're making a real positive change to people's lives, and getting to be there for it is a privilege”
As a Client Relationship Manager at Up Wealth, Angus supports advisers and clients across the advice process, helping make sure every step feels clear, organised, and well-managed.
The best part of this work, for me, is how relationships build over time. What begins as a phone call about an investment, a transfer of funds, or a piece of paperwork often turns into something much bigger over time. The questions get more personal. The conversations get longer.
Clients start sharing what's actually going on in their lives, not just what's going on with their money. Being trusted at that level, both personally and professionally, is one of my favourite parts of the job.
Outside work, I love playing soccer and tennis, and watching just about every sport (soccer, tennis, rugby league, Aussie rules). I'm a regular at the gym, and you'll find me at the beach as soon as the weather warms up.
Born and raised in Canberra, I moved to Sydney in October 2025.
Qualifications & Credentials
Bachelor of Finance
Currently completing Graduate Diploma of Financial Planning