Every member of our team is dedicated to making our clients’ lives better because of us.
We are a great place to work with an excellent culture, proudly providing exciting career opportunities for our team, some of whom have been with us for 20 years.
Meet our wonderful team here:
BEc / CA – Financial Planning Specialist / SMSF Specialist Adviser / CIMA
“I want to inspire people to better their lives, to restore their confidence when they need it and to contribute to humanity while I’m there.”
Andrew Sherlock, Head of Advice at Sherlock Wealth, focuses on empowering Australian families, business owners and individuals to live their best lives and pursue their biggest dreams.
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.
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!
B. Com (FP and Marketing)
“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.
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.
Studying: Bachelor of Science (Advanced Mathematics)/Commerce
“My aim is to always exceed the requirements of my role.”
Following his love for maths and passion for finance, Sid is thrilled to have the opportunity to join Sherlock Wealth as a graduate intern. Working for us while studying mathematics and finance at UNSW, Sid hopes to combine his experience and capabilities to complete his CFA or a PhD in Financial Mathematics.
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.
“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.
“Always chose to look out for others and to be kind.”
A careful eye for detail as well as for quality helps Niyah to excel in her role as Service Associate for Sherlock Wealth.
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.
In a world full of choices,
this is why our clients chose us:
It’s great to see how Sherlock Wealth are growing. Andrew and Jacqui have built on the strong foundations of the business, bringing in new and innovative ideas for their clients. They have a strong team culture and are a terrific home for young professionals committed to a career in financial planning.
Congratulations Jacqui and Andrew. I really love it when business owners make decisions, are focused, willing to take measured risks and are open to innovation.