Sydney-based Sherlock Wealth has announced that Andrew Sherlock has been appointed as its new CEO, replacing Jacqui Sherlock, who has decided to step down after eight years in the role.
The firm says it’s one of the longest-running privately-owned financial planning firms in Australia, with the business established in 1970 by Andrew Sherlock’s father, Reg Sherlock.
Now in its second generation of family ownership, the company says it has evolved its offering to serve the needs of wealthy Australians looking for lifestyle and legacy outcomes through holistic, complex and quality financial planning.
It provides a family office approach for its long term and multi-generational client base of senior executives, professionals, business owners and self-funded retirees.
Andrew Sherlock says he is looking forward to spearheading the next stage of transformation as the firm continues to scale the business to serve the growing needs of successful families.
“Our clients and our team are at the centre of every decision we make. I will still have full oversight across our financial advice and service offering while increasing my involvement in driving innovation and strategic direction.”
He is a chartered accountant with a background in funds management and has had a 30-plus year career in financial services. He’s also a Certified Investment Management Analyst (CIMA), an SMSF Specialist Adviser and a lifetime member of the MDRT Top of the Table.
In paying tribute to his wife and business partner, Jacqui Sherlock, who plans to remain involved as an owner and board member, Andrew Sherlock says her “…strategic strength, leadership style, creativity, hard work and dedication to our team, are key to the strong position we’re in today.”
