We are family.

About Us

A rich history lies at the heart of our second-generation, Australian family-owned business.

For more than five decades we’ve been the trusted advisers to Australia’s most astute private wealth clients and their families.

We are more than just a premium wealth management business. We’re partners in building wealth, lifestyle and legacy.

Our mission is simple: To help our clients enjoy their lifestyles today, knowing their futures and their families are secure.

Our North Sydney based team creates enduring value and excellent lifestyle outcomes for our clients through a combination of specialist knowledge, impeccable service and trustworthy advice.

Our long heritage, combined with our forward-thinking approach, means we are not only trusted but are here to stay.

Proud providers of exciting career opportunities for our team, some of whom have been with us for 20 years, we foster gratitude and enjoy giving back wherever we can, donating to 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!

Our Heritage

1970 Established

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.

A family affair

In 2014, Andrew’s wife, Jacqui joins the business.

As General Manager, Jacqui spearheads the firm through a critical phase of transformation.

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 are scaling the business to continue to serve the growing needs of wealthy Australian families.

Your partner for life.


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.

Alison Dummett

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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.

Andrew Rocks

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Sherlock Wealth is 100% one of the most professional and kind offices to help out with, nothing but an amazing team.

Shannon McGrath

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