Gerard Anthony Sherlock
Financial Adviser in Chapel Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000258320
- Location
- Chapel Hill QLD 4069
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 29 July 2022
- First provided advice
- 1989
- Qualifications
- Certificate IV in Financial Planning, Integratec (2002); Investment Planning 1, Integratec (2002); Taxation Planning, Integratec (2003); Margin Lending and Geared Investments, Kaplan Professional Education (2010)
- Memberships
- Financial Advice Association of Australia (FAAA); The Banking and Finance Oath
- 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
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Gerard Anthony Sherlock
Gerard Anthony Sherlock is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chapel Hill, Queensland (adviser number 000258320).
The licensee Gerard advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 29 July 2022.
According to the register, Gerard first provided financial advice in 1989. Qualifications and training on file include Certificate IV in Financial Planning (Integratec, 2002), Investment Planning 1 (Integratec, 2002) and Taxation Planning (Integratec, 2003). Gerard is recorded as a member of Financial Advice Association of Australia (FAAA) and The Banking and Finance Oath.
Gerard is authorised to advise 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.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Gerard Anthony Sherlock a registered financial adviser?
Yes. Gerard Anthony Sherlock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000258320.
Which licensee does Gerard Anthony Sherlock work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Gerard Anthony 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."