Knowledge is powerful

Professional Planner reports that Sherlock Wealth is now operating under its own licence as an authorised representative of Sherlock Wealth Advisory Services. 

Money Management magazine announces that the North Sydney-based financial advice firm is now an authorised representative of Sherlock Wealth Advisory Services Pty Ltd.

Sherlock Wealth is pleased to announce it is operating under its own licence as an authorised representative of Sherlock Wealth Advisory Services.

IFA Magazine reports As of 1 October 2024, Andrew Sherlock will be taking over from his wife and business partner, Jacqui Sherlock, as the chief executive of Sherlock Wealth.

Money Management reports Sydney wealth management firm Sherlock Wealth has promoted its head of advice to the role of chief executive.

Riskinfo reports Sydney-based Sherlock Wealth has announced that Andrew Sherlock has been appointed as its new CEO, replacing Jacqui Sherlock, who has decided to step down after eight years in the role.

Sherlock Wealth is pleased to announce that Andrew Sherlock has been appointed as our new CEO.

On 1st October this year, Andrew will be taking over from Jacqui Sherlock, who has decided to step down after an eight-year tenure in the role

The workplaces in the list of The Australian Best Places to Work 2024 have excelled in creating the magic of employee happiness, without which businesses cannot thrive.

Sherlock Wealth has been recognised in The Australian Newspaper’s list of Australia’s Best Places to Work for 2024! 

The workplaces in the list of The Australian Best Places to Work 2024 have excelled in creating the magic of employee happiness, without which businesses cannot thrive.

Our CEO, Jacqui Sherlock, was recently interviewed by Forbes Magazine on how women are set to be the major benefactors of a massive intergenerational wealth transfer now underway in Australia. Women are poised to take charge of a staggering $3.2 trillion over the next decade as the greatest wealth transfer in its history takes place. Jacqui shares why Sherlock Wealth is passionate about getting more women engaged with their finances, growing their wealth and securing their legacy.