Andrew Sherlock
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252869
- Location
- North Sydney NSW 2060
- Licensee
- Sherlock Wealth Advisory Services Pty Ltd (AFSL 558532)
- Authorised since
- 1 October 2024
- First provided advice
- 1999
- Qualifications
- RG146 Training Course, Independent Cerntre of Financial Training (2000); Chartered Accountant, The Institute of Chartered Accountants in Australia (2003); The Strategist Group's Self Managed Superannuation Funds Adviser Course, Tribeca (2005); PS146 Knowledge Assessment, Tribeca (2006); Margin Lending and Geared Investments, Kaplan Professional Education (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Sherlock
Andrew Sherlock is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000252869).
The licensee Andrew advises under is Sherlock Wealth Advisory Services Pty Ltd (AFS licence 558532). The current authorisation started on 1 October 2024.
The register records 1999 as the year Andrew first provided financial advice. The qualifications listed for Andrew include RG146 Training Course (Independent Cerntre of Financial Training, 2000), Chartered Accountant (The Institute of Chartered Accountants in Australia, 2003) and The Strategist Group’s Self Managed Superannuation Funds Adviser Course (Tribeca, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew Sherlock a registered financial adviser?
Yes. Andrew Sherlock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252869.
Which licensee does Andrew Sherlock work under?
Sherlock Wealth Advisory Services Pty Ltd, Australian financial services licence 558532.
What can Andrew Sherlock give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.