Justin Sherlock
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000258321
- Location
- Toowong QLD 4066
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 19 October 2021
- First provided advice
- 2000
- Qualifications
- RG146 Training Course, Tribeca (2002); Margin Lending and Geared Investments, Kaplan (2010)
- 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
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Justin Sherlock
Justin Sherlock is a financial adviser in Toowong, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000258321.
The licensee Justin advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 19 October 2021.
The register records 2000 as the year Justin first provided financial advice. Qualifications and training on file include RG146 Training Course (Tribeca, 2002) and Margin Lending and Geared Investments (Kaplan, 2010). 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.
A further restriction is recorded on the register: “Excludes SMSF.”
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Questions people ask
Is Justin Sherlock a registered financial adviser?
Yes. Justin Sherlock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000258321.
Which licensee does Justin Sherlock work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Justin 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: "Excludes SMSF."