Principal & Head of Advice
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.
During his 20 plus years as a Financial Adviser, Andrew has had the privilege to partner with many accomplished people through the milestones of their lives and the ups and downs of the various economic cycles.
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.