Andrew Sherlock

We all have dreams, but bringing those dreams to life requires vision.

Vision is a dream with a plan – preferably a financial one!

I’m Andrew Sherlock, owner and CEO of Sherlock Wealth. For more than 25 years, I’ve had the privilege of helping successful Australians enjoy their lives today, knowing their futures and their legacies are secure.

I partner with wealthy families, business owners, senior executives and self-funded retirees as their trusted adviser for investing, structuring and protecting wealth.

Through our strategic financial planning, my team and I provide peace of mind and confidence for our clients in knowing their affairs are well managed and that they aren’t making any decisions that could harm their wealth and lifestyle.

I am a Chartered Accountant with a background in funds management, holding a Bachelor of Economics degree majoring in accounting and finance. I was one of the first Australians to obtain the Self-Managed Superannuation Specialist accreditation and remain one of only a few advisers who hold the Certified Investment Management Analyst (CIMA) accreditation. I’m also proud to be a lifetime member of the MDRT Top of the Table.

A fun fact about me is that I was the first adviser in Australia to open a Hub24 investment account!

Today, as owner and CEO, I’m leading Sherlock Wealth through an exciting phase of growth, expanding our offering to meet the evolving needs of wealthy Australians.

We’ve shared our story in Forbes Magazine, on Ausbiz TV, in industry publications, podcasts, conferences and seminars. The team and I have also been nominated for accolades such as The Australian Best Places to Work, the Barrons Top 150 Advisers and the IFA Business Transformation of the Year.

Outside of work, I have a deep appreciation for Australian native wildlife and proudly support the Australian Wildlife Conservancy. Together with my wife, Jacqui and our three daughters, I have visited AWC sanctuaries at Mornington and Scotia. These were some of the most memorable and inspiring experiences of my life.

I am also a generous and keen supporter of Tour de Cure, that raises money for cancer research.

Family, nature, and an active lifestyle keep me grounded. I love boot camp, skiing, golf, tennis, and catching a few waves when I can.

Every day, I’m inspired by the opportunity to help people live well, reach their dreams, and leave a lasting impact. That’s what drives me – and always will.

Reach out to me and my team at ask@sherlockwealth.com.