Andrew Sherlock

Owner & CEO

BEc / CA – Financial Planning Specialist / SMSF Specialist Adviser / CIMA / MDRT Top of the Table Life Member

“Many people have dreams but bringing those dreams to life requires vision. Vision is a dream with a plan – preferably a financial one!”

Andrew Sherlock is the Owner and CEO of Sherlock Wealth. He focuses on empowering his team, successful Australians, business owners, senior executives and self-funded retirees to enjoy their lifestyles today, knowing their futures and their legacies are secure.

With more than 30 years in financial services, Andrew has partnered with many families through the ups and downs of their lives and through the various economic cycles. He is well trusted by his loyal client base and much adored by his team.

“The team and I give our clients peace of mind. We are there to bounce ideas off, to help with making complex decisions and to be across their financial affairs, especially when they don’t have time to be.

“Preventing our clients from making decisions that will harm their wealth is as important as helping them to make the good decisions,” he said.

A Chartered Accountant with a background in funds management, Andrew holds a Bachelor of Economics degree majoring in accounting and finance. In Australia he was one of the first people to obtain the Self-Managed Superannuation Specialist accreditation, is one of a few advisers to be a Certified Investment Management Analyst (CIMA) and one of a handful to be a lifetime member of the MDRT Top of the Table. He was also the first non Hub24 staff member in Australia to open a Hub24 account!

In his role as CEO Andrew is leading the company through a critical phase of growth as it scales its offering to meet the increasing needs of wealthy Australians. He remains focused on client advice and service while spearheading strategy and innovation.

Andrew has been featured in Forbes Magazine, industry publications, in podcasts and on Ausbiz TV. He is often asked to present at seminars and conferences and has been nominated for industry awards.

With a keen interest in Australian native wildlife, Andrew 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. Andrew and his wife, Jacqui, together with their three daughters, have visited AWC’s wildlife sanctuaries in Mornington and Scotia.

“These are some 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 cherishes time with his family and friends. He loves to be outdoors and active enjoying bootcamp, skiing, golf, tennis and the surf whenever he gets the chance.

“I am inspired knowing that every day I help people to enjoy their lives, reach their dreams and contribute to humanity while I’m there,” Andrew said.