Connor Clarke

Advice Associate

BMedSci, DipFinPlan, Studying Masters in Financial Planning

“I am so happy when I see the positive impact that financial planning has on our clients’ lives.”

With a Bachelor of Medical Science, a Diploma in Financial Planning and close to completing a Masters in Financial Planning, Connor brings a highly educated approach to his role as Advice Associate at Sherlock Wealth.

“When our clients see how they can maximise what they have achieved in their lifetime, it’s very empowering,” he said.

Hard working and focussed on delivering the best outcomes for our clients, Connor is described as jolly and vibrant by colleagues and friends. Always bringing a sense of warmth and friendliness, he is a good listener and builds strong relationships based on trust and understanding.

“Good advice comes from being able to really listen and in being able to pose the right questions to help our clients identify their goals,” he said.

Connor’s proactive approach to financial planning was reflected when he purchased his own block of land at the age of 20, an achievement he feels very proud of.

Outside of work, Connor enjoys spending time with his wife Stephanie, working on his new home and cooking for his family. He also volunteers with organisations such as the Old Ignatius Union and participates in the Red Shield Appeal.

If Connor could share any advice about money with a younger audience, he would encourage them to strike a balance between enjoying the present while supporting your future.

“Investing in the smaller things you love and enjoying life is just as important as making sound financial decisions for your future,” Connor reflected.

Contact usBack