Owner & CEO
BA Comms Hons/ Cert IV in Workplace Training and Assessment
“I spend a lot of time with our team to make sure they’ve got everything they need so they can do the best work for our clients.”
In her role as CEO of Sherlock Wealth, Jacqui draws upon her background in public relations and marketing to bring a dynamic approach to the world of financial advice.
With First Class Honours in the Bachelor of Arts Communications degree from the University of Technology Sydney, Jacqui uses her skills to help the team connect, engage and stay motivated to deliver a quality service to the firms highly targeted client base.
Since being promoted to CEO in 2017, Jacqui’s main role has been to drive the business through a critical phase of transformation. Today, she oversees its key areas to ensure the delivery of quality and consistent advice and service, while maintaining a focus on the firm’s long-term goals.
Jacqui’s foremost responsibility is working with the team to ensure they have what’s needed to be motivated and working at their best. Networking with key clients, centres of influence and industry associates also forms an important part of her role.
“I am proud to own and run a business that employs people, providing them with careers and opportunities for a positive future,” she said.
“I hope to continue to build the business for many more years and carry on the 50-year family legacy.”
Jacqui has always given generously of her time and money to charities and community organisations, having previously served as the President of the Roseville Netball Club, the President of the Roseville College Parents Association and Acting Chair of the Roseville College Foundation. She is currently a keen supporter of two of her favourite charities, Tour de Cure and Australian Wildlife Conservancy.
Her successful and happy marriage to Andrew and raising their three beautiful daughters to become women of the future is what Jacqui is most proud of. Connecting with family and friends is her favourite past time.
“My hope is to leave a positive mark on people’s lives wherever I can,” she said.
When she is not leading the team at Sherlock Wealth or running around after her husband, daughters or two dogs, Leila and Stella, you may find Jacqui with her head in a book, at the beach or on the tennis court or golf course!