
What happened in the market this month? Find a detailed market and economic analysis of December 2024 here.
What happened in the market this month? Find a detailed market and economic analysis of December 2024 here.
What happened in the market this month? Find a detailed market and economic analysis of November 2024 here.
Andrew Sherlock Named One of Australia’s Top 150 Financial Advisers
Financial investment publication Barron’s, in partnership with The Australian’s business magazine ‘The Deal’, has released its annual rankings of Australia’s Top 150 Financial Advisers. This prestigious list recognises the top practitioners in the industry, based on a comprehensive national survey that assesses client assets managed, fees and revenue generated, and the quality of the adviser’s business.
We’re thrilled to announce that our CEO and Head of Advice, Andrew Sherlock, has been named one of Australia’s Top 150 Financial Advisers for 2024. This recognition is a testament to Andrew’s exceptional leadership, expertise, and dedication to providing outstanding financial advice.
We congratulate Andrew and the entire team on this well-deserved honor. It’s a reflection of our commitment to delivering exceptional service to our clients.
To view the full list of Australia’s Top 150 Financial Advisers, please visit The Australian’s website.
What happened in the market this month? Find a detailed market and economic analysis of October 2024 here.
Andrew Sherlock, Sherlock Wealth CEO and Owner, has been named one of the 50 most influential financial advisers in Australia by trade publication Financial Standard in the FS Power50 guide.
Now in its 11th year, the FS Power50 comprises the 50 financial advisers who are deemed to be best at promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community.
Each year the list is shaped by the readers of Financial Standard and FS Advice – The Australian Journal of Financial Planning.
“In the making of this list, we defined ‘influential’ as individuals who have been, or continue to be, instrumental in shaping the future of the financial advice industry,” said Jamie Williamson, managing editor of Financial Standard.
“It’s become clear in recent years just how seriously the advice community takes the Power50 – they want to see a list of advisers they can stand behind each year, one that is truly representative of the industry. A list by advisers, for advisers.”
To date, the Power50 has amassed 267 alumni, and the 2024 FS Power50 adds another 15 advisers to this list.
The FS Power50 process begun with an open nominations process, which was vetted down to a group of 114 advisers who proceeded to the voting phase.
From here readers of Financial Standard and FS Advice voted, which was then weighted prior to determining the final 50.
“I am honoured to have been recognised by the advice community, our clients and our peers for my contributions to the industry and hope to continue having a positive impact in the years to come,” said Andrew.
Andrew’s motto is to “inspire people to better their lives, to restore their confidence when they need it and to contribute to humanity while I’m there.”
This passion extends to the animal kingdom as he’s a fierce advocate for native animals, championing the works of non-profit Australian Wildlife Conservancy.
A regular presenter on the conference circuit, you’ll also find Andrew sharing his expertise on podcasts, television and publications like Forbes. A natural leader and mentor, Andrew if a Top of the Table MDRT lifetime member.
Financial advisers help Australians with a wide range of financial issues during their lifetime, from budgeting to estate planning and everything in between. They also help Australians to have a more positive outlook, to feel more prepared and secure and to consider reaching out to other wealth professionals if they have a need.
We’ve compiled a comprehensive list of practical tax tips to help you avoid this common mistake.
RiskInfo reports that Sydney-based Sherlock Wealth has announced it is now operating under its own licence as an authorised representative of Sherlock Wealth Advisory Services.
What happened in the market this month? Find a detailed market and economic analysis of September 2024 here.