A rich 50-year history lies at the heart of our second-generation, Australian family-owned business.
Located in the centre of Sydney’s north, our financial planning firm provides bespoke personal wealth management advice for creating, protecting, and investing wealth.
Our clients are successful individuals and families who partner with us to ensure their personal finances are comprehensively designed and managed to reach their aspirations and support their lifestyles and their loved ones.
Our highly qualified and dedicated team provide smart investment and asset management advice, values based strategic planning and wealth protection solutions.
This ensures our client’s personal financial affairs are always in order, well managed and pulling in one direction towards their goals.
Established in 1970, our longstanding heritage, combined with our ability to be forward thinking and adaptable, means that we are well trusted, know what we are doing, and are here to stay.
We are proud providers of exciting career opportunities for our team, some of whom have been with us for almost 20 years.
We enjoy giving back and donating generously to charities and causes close to our hearts, such as the Australian Wildlife Conservancy and Tour de Cure.
We love what we do, and we’d love to meet you!
Sherlock Wealth was established in 1970 by our founder, Reg Sherlock, to protect families.
Since that time, thousands of Australian lives and lifestyles have been protected with our personal life insurance policies.
70s, 80s, 90s…
Reg Sherlock becomes a leading life insurance broker. Advising over more than a billion dollars of insurance policies and facilitating tens of millions in insurance claims during his career.
No claim refused becomes our claim to fame!
Andrew joins in 2000
In the year 2000, son and successor, Andrew Sherlock, joins Reg in the business and launches our comprehensive wealth planning division.
A chartered accountant, with a background in funds management, Andrew is well placed to take the firm to the next level and beyond.
Father & son – what a pair!
Shoulder to shoulder, father and son oversee the successful expansion of the business.
Reg retires in 2017
With an outstanding career spanning
five decades, our much-loved father and founder,
Reg Sherlock, retires.
A new era is born
The family’s second generation takes ownership of the business in 2018. Andrew becomes our Head of Advice and Jacqui is appointed CEO.
The husband-and-wife team quickly become known as ‘the dynamic duo!’
The year 2020 sees Victoria Sherlock, the third generation of the family, join the business.
Today and beyond
As we accelerate into the next generation and beyond, we continue to grow our team and expand our offering to ensure we remain industry leading and the partner of choice for personal financial management.
In a world full of choices,
this is why our clients chose us:
It’s great to see how Sherlock Wealth are growing. Andrew and Jacqui have built on the strong foundations of the business, bringing in new and innovative ideas for their clients. They have a strong team culture and are a terrific home for young professionals committed to a career in financial planning.
Congratulations Jacqui and Andrew. I really love it when business owners make decisions, are focused, willing to take measured risks and are open to innovation.