We are a second-generation,
Australian family-owned wealth management firm.
Founded on a simple belief - that the right financial advice, given at the right time, can change lives.

Andrew leads Sherlock Wealth with a focus on empowering successful Australians. A Chartered Accountant and financial planning specialist with more than 30 years of experience, he joined the firm in 2000 alongside his father, founder Reg Sherlock, and has since led the business through a significant period of growth and evolution - combining deep technical expertise with a genuine commitment to the long-term wellbeing of every client he works with.

Andrew is a lifetime member of the MDRT Top of the Table. Outside of work, he is a passionate supporter of the Australian Wildlife Conservancy, giving generously of his time and resources to wildlife conservation.

Jacqui oversees the strategic direction, culture and client experience of Sherlock Wealth. A passionate advocate for women in financial advice, she joined the firm in 2014, was appointed CEO in 2017 when she and Andrew took ownership of the business, and has since led its transformation - evolving the firm's advice and service offering while preserving the long-standing relationships that define it.

Outside of work, Jacqui is an active contributor to Tour de Cure and the Australian Wildlife Conservancy, and has previously served in leadership roles with the Roseville Netball Club and Roseville College.

Krystal is Sherlock Wealth's longest-serving team member and the person our clients rely on to make things happen. As Head of Service, Krystal is responsible for ensuring the firm consistently delivers on our promise of excellence.

Over the years, Krystal has worked closely with clients across every stage of their financial lives. Krystal is a committed supporter of children's charities, with the Starlight Foundation and Ronald McDonald House particularly close to her heart.

With more than 25 years in financial services, Anthony partners with individuals and families to bring clarity to complex financial matters, helping clients move forward with confidence and peace of mind. He began his career in Westpac's treasury division before moving into financial advice, later achieving his Certified Financial Planner and SMSF Specialist accreditations, and spent many years as a partner in a successful financial planning practice building long-standing client relationships grounded in trust and transparency. At Sherlock Wealth, Anthony continues to deliver thoughtful, personalised advice that aligns each client's financial decisions with their broader lifestyle goals. Outside of work, he enjoys time with family, staying active and following sport.

Aish began her career in financial services while completing her Economics degree at the University of Sydney, drawn to the problem-solving nature of financial planning and its ability to change lives. She is currently completing her Professional Year to become a qualified Financial Adviser, combining technical expertise with a genuine commitment to helping clients. A Justice of the Peace, Aish holds a Bachelor of Economics degree from USYD and a Graduate Diploma in Financial Planning through Kaplan Professional.

Outside of work, Aish enjoys spending time with her two dogs, Aloo and Posto - whose names mean potato and poppyseed in Bengali. She also loves cooking and listening to true crime podcasts.

With more than 20 years in financial services, Marie began her career as an Executive Assistant before progressing into client relationship management. She plays an integral role in supporting both advisers and clients through the advice journey - committed to ensuring every interaction is seamless, efficient and positive. Her approachable nature and dedication to client service make her a trusted point of contact for clients and colleagues alike.

Outside of work, Marie enjoys early morning Pilates, beach walks and long lunches with friends.

Chantyl is an integral member of the Sherlock Wealth service team, known for her attention to detail and her commitment to the clients and colleagues she supports.

After completing a Bachelor of Arts in the Philippines, she trained as a financial planning assistant before joining Sherlock Wealth - bringing international perspective and a strong ethic of care to her role.

Chantyl is a passionate supporter of charities that give back to children and families.

While completing her Bachelor of Arts and Business degrees at Macquarie University, Scarlett supports both the marketing and office management functions at Sherlock Wealth - bringing a passion for creative communication and a fresh perspective to the team. Scarlett's sunny disposition and approachability, combined with her growth mindset, make her a valued member of the Sherlock Wealth team.

Outside of work, she enjoys creative writing and is an active member of Macquarie University's ski club.

Reg Sherlock founded Sherlock Wealth in 1970 and spent five decades building one of Australia's most respected independent financial advisory practices - advising on more than a billion dollars in insurance policies and facilitating tens of millions in claims for the families and businesses he served.

A lifetime member of the Million Dollar Round Table Top of the Table, Reg holds a Bachelor of Commerce from UNSW and a Diploma from the Australian Insurance Institute.

His legacy remains the foundation everything at Sherlock Wealth is built on today.