I am the Owner & Head of Advice at Sherlock Wealth, a Sydney based financial planning firm that has been helping successful families and individuals with their wealth creation and protection needs and for more than two generations.
As a Chartered Accountant with a background in funds management, my career spans more than 30 years. I was one of the first people in Australia to obtain the Self-Managed Superannuation Specialist accreditation and am one of only a few advisers in Australia to be a Certified Investment Management Analyst and a lifetime member of the international MDRT Top of the Table. I hold a BA Economics degree from Macquarie University with majors in accounting and finance.
When I’m not in the office my passions include keeping fit with friends, as well as skiing, surfing, paddle boarding, golf, tennis, swimming, and surf lifesaving.
Helping clients to achieve their lifestyle goals through smart financial planning and investing, wealth structures and strategic advice, while providing peace of mind, are the cornerstones of Sherlock Wealth. Andrew can be reached at email@example.com.
Andrew is lovely and knowledgeable
- Adviser status Silver
- Number of reviews 1
- First year providing advice 1999
- Years of experience 24
- Chartered Accountant (Financial Planning Specialist)
Sherlock Wealth Pty Ltd24 Darnley St
Gordon, NSW 2072
Matrix Planning Solutions Ltd