BEc / CA – Financial Planning Specialist / SMSF Specialist Adviser / CIMA
“I want to inspire people to better their lives, to restore their confidence when they need it and to contribute to humanity while I’m there.”
Andrew Sherlock, Head of Advice at Sherlock Wealth, focuses on empowering Australian families, business owners and individuals to live their best lives and pursue their biggest dreams.
One of the biggest contributions he makes to the success of his clients is in preventing them from making decisions that will harm their wealth as much as helping them to make good decisions.
“You don’t know what you don’t know,” he says. “More than anything I give my clients peace of mind. I am there to bounce ideas off, to guide them through complex decision processes and to be across their financial affairs – especially when they don’t have time to be.”
Andrew finds it personally rewarding to witness people achieving their goals. “My job is about much more than numerical skills. It’s also about building connection and trust,” he said.
A Chartered Accountant with a background in funds management, Andrew holds a BA Economics degree majoring in accounting and finance. He was one of the first people in Australia to obtain the Self-Managed Superannuation Specialist accreditation and is one of only a few advisers in Australia to be a Certified Investment Management Analyst and a lifetime member of the MDRT Top of the Table.
Andrew has a keen interest in Australian native wildlife and so Sherlock Wealth 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. As part of this support, Andrew and Jacqui, together with their three daughters, have been able to visit a couple of AWC’s wildlife sanctuaries.
“This would have to be one of the most amazing experiences I have had. It feels good to be at a point in my life and in our business that we are able to give back and to contribute to our vision beyond,” Andrew said.
Andrew’s other outdoor passions include keeping fit with his friends, as well as skiing, surfing, paddle boarding, golf, tennis, swimming, and surf lifesaving.
BA Comms Hons/ Cert IV in Workplace Training and Assessment
"I spend a lot of time with our team to make sure they’ve got everything they need so they can do the best work for our clients."
In her role as CEO of Sherlock Wealth, Jacqui draws upon her background in public relations and marketing to bring a dynamic approach to the world of financial advice.
Since being promoted to CEO in 2017, Jacqui’s main role has been to drive the business through a critical phase of transformation. Today, she oversees its key areas to ensure the delivery of quality and consistent advice and service, while maintaining a focus on the firm’s long-term goals.
Jacqui’s foremost responsibility is working with the team to ensure they have what’s needed to be motivated and working at their best. Networking with key clients, centres of influence and industry associates also forms an important part of her role.
“I am proud to own and run a business that employs people, providing them with careers and opportunities for a positive future,” she said.
“I hope to continue to build the business for many more years and carry on the 50-year family legacy.”
Jacqui has always given generously of her time and money to charities and community organisations, having previously served as the President of the Roseville Netball Club, the President of the Roseville College Parents Association and Acting Chair of the Roseville College Foundation. She is currently a keen supporter of two of her favourite charities, Tour de Cure and Australian Wildlife Conservancy.
Her successful and happy marriage to Andrew and raising their three beautiful daughters to become women of the future is what Jacqui is most proud of. Connecting with family and friends is her favourite past time.
“My hope is to leave a positive mark on people’s lives wherever I can,” she said.
When she is not leading the team at Sherlock Wealth or running around after her husband, daughters or two dogs, Leila and Stella, you may find Jacqui with her head in a book, at the beach or on the tennis court or golf course!
DFP - Diploma of Financial Planning | Cert III Business Administration and Management
“Leading by example. I apply this to everything I do.”
The embodiment of loyalty and reliability and a favourite with our clients and team alike, is our longest serving team member, Krystal Daniels. If we want something done – we give it to Krystal!
As Head of Client Service, Krystal’s role is to ensure we are consistently delivering first class and efficient service to all our clients.
The attentive and caring nature that Krystal brings to her relationships with people underpins the smooth running of the client services team.
“It provides a sense of reward when we can reduce our client’s stress levels and give them peace of mind. That is when we know we are doing our job well,” she says.
“The way we operate is forever changing as we are always trying to do things better and better. Over the years I have learnt to be very adaptable while at the same time continually drawing on my education and applying it to all I do. “
“My favourite relationships are with our clients that see us as their partners and who work with us closely to achieve their goals.”
A major milestone for Krystal in achieving her own personal goals was purchasing her first home a few years ago. More recently the joy of becoming an Aunty for the first time was another highlight in her life.
Krystal is supportive of a range of children’s charities, with the Starlight Foundation and Ronald McDonald House being especially close to her heart. “I have seen firsthand the wonderful work these charities do for children and their families,” Krystal said.
Her advice to her younger self is: “Don’t waste your money and start saving as much as you can as early as you can,” she said.
Bachelor of Business – Major in Economics & Management | M. FP - Master of Financial Planning
It’s not just about money. It’s about creating time.
With a great eye for detail, Thomas Serratore is responsive and proactive in his role as Associate Adviser. The brains behind the strategic plans that drive our clients towards achieving their goals, Thomas is an integral member of our advice team.
“Our clients are really successful. However, their success means they are running busy lives with complicated affairs and are therefore time poor.”
“I love the challenge of breaking down their complexity to develop a strategy that shows them how to get to where they are wanting to go and how to get there faster.”
Working with each client individually, Thomas enjoys the fact that everyone he deals with is different and has their own aspirations and challenges.
“There is definitely no one size fits all in my role,” he says.
Purchasing his first property in his twenties, Thomas has always believed in leading by example. An avid goal setter himself, it is no surprise that he now provides partnership and guidance to our clients on setting and achieving their own goals.
“We are often the first person to ever ask our clients, ‘what do you want to achieve with your success?’ Defining that is very powerful and it can be life changing.
“The advice I would give to my younger self about money is to learn the magic of compound interest. It’s important to understand the power of money at an early age,” he said.
A competitive person by nature, Thomas likes to score highly in any sport, whether it be on the soccer field, basketball or tennis court. And when he gets his own spare time, Thomas may be found making gourmet salami with his Dad!
Studying: Bachelor of Commerce – Major in Financial Planning | DFP - Diploma of Financial Planning
“The best results come from everyone working together”
An integral member of our team, Nicole is the day to day contact for our clients and a great support to our Advisers. Her ‘anything is possible’ approach, means she is proactive and hard-working and has built a depth of knowledge that is beyond her years.
“I picture our clients as family members,” Nicole says. “I try to put myself into their shoes and consider what they need and want.”
“The best results come from us all working together in this way. It creates an energy and an efficiency that can exceed everyone's expectations,” she said.
“One of the best things I do is to make sure that our clients are prioritising themselves and doing what they need to make their lives better. It takes patience, persistence and great communication,” she said.
When not at work Nicole can be found with two of her besties, her dog, Bilbo and her cat, Luna. One of her personal highlights has been completing a hundred-kilometre marathon with her sister and some friends - without sleeping and within 36 hours!
Nicole is also a passionate supporter of wildlife foundations and charities that help in the areas of domestic violence and suicide prevention.