Diploma of Business | Diploma of Leadership
“Always treat others the way you would like to be treated”
An associate adviser at Sherlock Wealth, Connor’s charisma and empathy are what help him to ensure our clients’ experiences are as smooth as possible and his ‘above and beyond’ attitude are part of what make him such a valued team member.
“I see my role as being a friendly voice that is there to assist our clients through the complexities of their financial world,” he says.
With a dual diploma in Business Leadership and Management, Connor draws on this knowledge and his experience in financial services when helping to simplify the lives of his clients.
“I am happiest for our clients when they finally feel like a weight has been lifted off their shoulders. This is because they have their affairs in order and a trusted team in place to help them succeed,” he said.
Connor believes that every individual is unique and should therefore seek and receive bespoke advice.
“Everyone has different goals and hopes which is why it is so important to have a deep understanding of our clients at a personal level. I can see this in everything that we do at Sherlock Wealth,” he said.
Connor is proud of the way he has grown both professionally and personally and his progression into the role of adviser associate is evidence of this.
Staying healthy and keeping fit through his Jiu Jitsu, which he competes for weekly, is important to Connor and he likes to balance this with his professional career and active social life.
Prior to joining Sherlock Wealth, Connor was already a proud supporter of the Australian Wildlife Conservancy, feeling strongly about the importance of preserving our native animals and Australian ecosystem.
When asked what advice he would give his younger self about money, Connor says that he would take more time to look over his financial situation to figure out the best approaches for himself.
“I would tell myself to stop focusing on what my friends and family are doing and instead figure out what works best for me,” he said.