BA Comms Hons/ Cert IV in Workplace Training and Assessment
Having recently been promoted to the position of CEO, Jacqui is excited to be playing a central role in the growth and development of Sherlock Wealth.
Since joining five years ago as General Manager, Jacqui has been a driving force for the business and for many initiatives that have led to a significant uplift in revenue and profitability. These are positioning the company well for future growth and prosperity.
“This new role recognises the outstanding contribution Jacqui has made to the business and builds on her background in marketing and communications management,” Andrew said. “I believe she has the ability to be an excellent leader.”
The appointment of Jacqui to the role of CEO, is allowing Andrew to move into the role of Head of Advice, thus enabling him to more fully devote his focus and attention to the needs of his clients.
In her spare time Jacqui is devoted to her husband, three beautiful daughters and border collie, Leila. She also donates her time generously to community organisations and is currently President of the Roseville College Parents Association.
Jacqui holds a Bachelor of Arts in Communications degree with First Class Honours from the University of Technology, Sydney and certificate IV in Workplace Training and Assessment from the NSW Vocational Education and Training Board.
Andrew SherlockFinancial Adviser / Head of Advice
BEc / CA – Financial Planning Specialist / SMSF Specialist Adviser / CIMA
As head of the advice team, Andrew is spearheading our growth as a leading edge bespoke financial planning firm.
With a background in Chartered Accounting and funds management, Andrew has driven the expansion of our offering to encompass the full range of wealth management services.
His high level qualifications and industry knowledge mean he is well placed to drive our continued growth and business development, while remaining one of the country’s most respected advisers.
Andrew is one of a select few advisers who hold the much coveted Certified Investment Management Analyst (CIMA) accreditation from the US based Investment Management Consultants Association. He was also one of the first people in Australia to become accredited with the self-managed super fund specialist adviser qualification.
Devoted husband to Jacqui and father of three beautiful daughters, Andrew loves surfing in summer and skiing in winter whenever he gets the chance!
Andrew is an Authorised Representative (AR No 252869) of Matrix Planning Solutions (AFSL & ACL No 238256).
Krystal DanielsHead of Client Service
Diploma of Financial Planning | Cert III Business Administration and Management
Krystal has been with Sherlock Wealth since 2005. As Head of Client Services, she plays a central role in delivering top quality client relations and ensuring the smooth running of the business.
Often the first point of contact for our clients, Krystal coordinates the general maintenance and administration of clients’ policies and accounts and has an aptitude for managing multiple tasks quickly and efficiently.
With a background in law, sales and retail, Krystal holds a Certificate III in the Business Administration and Management from TAFE NSW.
Robin EddieClient Service Coordinator
Bachelor of Commerce: Applied Financial Planning
Being indigenous to South Africa, Robin has seen how poor decisions can lead to uncomfortable financial circumstances and financial instability. Driven by these experiences, she is determined to continue to improve her skills and knowledge and to utilize them in helping people make the best of their finances.
She is an aspiring financial planner with a diverse background.
Robin is currently studying towards a Bachelor of Commerce: Applied Financial Planning. She has a strong theoretical background and the aptitude to perform the tasks put in front of her.
Joining the industry at a time of reform and positive change – She is enthusiastic about the future of financial planning and about all the improvements that Sherlock Wealth is undertaking to better serve their clients.
“I think that being apart of this family orientated business allows me gain technical experience while staying true to my compassionate nature. I’m really enjoying working with people that truly want the best for their clients. “
As Client Service Coordinator, Robin’s role is to bridge the gap between the advisers and the support staff, facilitating synthesis and integration between the departments to improve workflow. Her role spans from assisting advisers with the preparation of advice documents, implementing advice and undertaking administration duties to maintain a workable office space.
BCom / FAFA / Dip All
Our founder, Reg Sherlock, is one of the most experienced insurance agents that Australia has ever seen.
In a career spanning 50 years, Reg has advised on billions of dollars of insurance policies and facilitated tens of millions in insurance claims. Further to this, Reg has never had an insurance claim refused.
Founding the business on the 15th July 1970, Reg has focussed wholeheartedly on servicing his clients, many of whom have become close friends.
According to Reg, “I thank you for your loyalty over the years and I am honoured to have been able to look after you so well. Throughout my career, I have had the privilege of working with some wonderful staff and colleagues, who have shown me immense dedication, friendship and support.
“I am very proud and happy to be handing over the baton to my son, Andrew and his wife Jacqui, who, with their team, will be carrying the business forward into the next generation and beyond. I know that they will continue to provide you with the highest level of service and financial advice required to look after your financial affairs.
“The ‘Never fear, Sherlock’s here,’ legacy lives on!” said Reg.
A lifetime member of the exclusive US based forum for the world’s most successful insurance professionals, Top of the Table, Reg also holds a Bachelor of Commerce degree from the University of NSW and a diploma from the Australian Insurance Institute.