Andrew Sherlock recently celebrated 25 years at Sherlock Wealth. His journey in the financial planning industry has been marked by continuous evolution, strategic innovation, and an unwavering commitment to clients. Now serving as CEO, Andrew reflects on the challenges, opportunities, and trends shaping the future of financial advice. In this Q&A, he shares insights into his leadership approach, the evolving role of technology, and what’s next for Sherlock Wealth.
How did you start down this career path?
My career path started in economics during senior school, influenced by a teacher named Nori Cannon. I pursued an economics degree, majoring in accounting and finance, leading to a role in the accounting stream. My interest in investments and funds management grew while working at Bankers Trust, particularly in portfolio accounting. Influenced by Gwen Fletcher, the founder of financial planning in Australia, I transitioned to Sherlock Wealth as a financial adviser, focusing on personal financial planning and wealth management.
Thank you to the IFA Magazine for showcasing Andrew’s story.
