Andrew Sherlock

I am Owner and CEO 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 for more than two generations.  My focus is on empowering our team, successful Australians, business owners, senior executives and self-funded retirees to enjoy their lifestyles today, knowing their futures and their legacies are secure.

With more than 30 years in financial services, I have partnered with many families through the ups and downs of their lives and the various economic cycles. He is well trusted by his loyal client base and much adored by his team.

As a Chartered Accountant with a background in funds management, I hold a Bachelor of Economics degree majoring in accounting and finance. In Australia, I was one of the first people to obtain the Self-Managed Superannuation Specialist accreditation, and am one of a few advisers to be a Certified Investment Management Analyst (CIMA) and one of a handful to be a lifetime member of the MDRT Top of the Table. I was also the first non Hub24 staff member in Australia to open a Hub24 account!

With a keen interest in Australian native wildlife, Andrew is a proud supporter of the Australian Wildlife Conservancy – an independent, not for profit organisation whose mission is the effective conservation of all Australian animal species and the habitats in which they live. My wife, Jacqui, and our three daughters and I have visited AWC’s wildlife sanctuaries in Mornington and Scotia.

As CEO, I am leading the company through a critical growth phase as it scales its offering to meet the increasing needs of wealthy Australians. I remain focused on client advice and service while spearheading strategy and innovation. Reach out to me or my team at ask@sherlockwealth.com.