NEVER FEAR
SHERLOCK'S HERE!
Our Team
Every member of our team is dedicated to making our clients’ lives better. We are a great place to work with an excellent culture and exciting career opportunities.
Meet our wonderful team here:
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 while knowing their futures and their legacies are secure.
Jacqui Sherlock
Owner & Executive Council
BA Comms Hons/ Cert IV in Workplace Training and Assessment
"We hope that every life we touch is better because of us.”
Jacqui brings a caring, creative and dynamic approach to the world of financial planning.
An advocate for women forging careers in the industry as well as seeking financial advice, Jacqui’s strength lies in her ability to think strategically, to innovate, connect and communicate.
Krystal Daniels
Head of Service
DFP - Diploma of Financial Planning | Cert III Business Administration and Management
“Leading by example. I apply this to everything I do.”
The embodiment of loyalty and reliability and a favourite with our clients and team alike, is our longest serving team member, Krystal Daniels. If we want something done – we give it to Krystal!
Blake Cullen
Financial Adviser
B. Com (FP and Marketing)
CFP ®
“My dream is to make my client’s dreams a reality.”
Blake’s dedicated and cheerful approach to life makes him a valued team member. He believes in making the most of good opportunities and likes to create a safe and trustworthy environment around him.
Samantha Foley
Operations Manager
DipBusC (Diploma in Business Computing) | DipFS (FP) Diploma of Financial Services - Financial Planning
“I am passionate about working with people that really care for their clients and a business that engages, educates and empowers us all to achieve our wealth goals.”
With more than 20 years in the industry, Sam has gained extensive experience working in Wealth Management practices, driving operational efficiency and business transformation.
Victoria Sherlock
Marketing Associate
Studying: Bachelor of Commerce
“I always love giving things a go.”
With an eagerness to take on new tasks and responsibilities, even if it pushes her out of her comfort zone, Victoria is always keen to learn, adapt and develop.
“I have found some of my most rewarding experiences have come from doing things I never would have thought myself capable of,” Victoria says.
Chantyl Revilla
Service Associate
BA
“Push yourself to be your best.”
With a determined and passionate attitude towards work, Chantyl is an integral team member who is always finding ways to try and exceed the expectations of her co-workers and clients.
Reg Sherlock
Founder
BCom / FAFA / Dip All
Our founder, Reg Sherlock, is one of the most experienced and successful insurance agents that Australia has ever seen.
In his career spanning five decades, Reg advised over more than a billion dollars of insurance policies and facilitated tens of millions in insurance claims.
