Financial Adviser · NORTH SYDNEY, NSW

Andrew Sherlock

NORTH SYDNEY, NSW

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000252869

Currently at

Sherlock Wealth

North Sydney, NSW (firm address)

View firm profile

About Andrew Sherlock

Andrew Sherlock is a financial adviser based in North Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Andrew is currently authorised under Sherlock Wealth Advisory Services, operating through Sherlock Wealth. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a RG146 Training Course from - Independent Cerntre of Financial Training. Andrew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

RG146 Training Course

- Independent Cerntre of Financial Training

2003

Chartered Accountant

- The Institute of Chartered Accountants in Australia

2005

The Strategist Group's Self Managed Superannuation Funds Adviser Course

Tribeca

2006

PS146 Knowledge Assessment

- Tribeca

2011

Margin Lending and Geared Investments

Kaplan Professional Education

Registration History

Sherlock Wealth Advisory Services Pty Ltd

Oct 2024 - Present Current

Matrix Planning Solutions Limited

Jan 2004 - Sep 2024 Ceased

Source: ASIC Financial Advisers Register