SHERRIN PARTNERS - Key Persons
Started in the financial advice industry as a paraplanner in 2003 and went on to become a senior adviser and director of MLIG. In 2013, MLIG merged with Sherrin Partners.
Job Titles:
- Director & Adviser / EXPERIENCE
I entered the Australian financial services industry after several years working in London. Joined Sherrin Partners as an adviser in early 2015.
KEY QUALIFICATIONS
Bachelor of Law & Business (Queensland University of Technology) and Graduate Diploma in Financial Planning. Recent successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and a Master of Applied Finance (Queensland University of Technology).
Job Titles:
- Director & Adviser / EXPERIENCE
In the financial services industry since 1987 and providing personalised financial advice since 1996 - specialising in superannuation, investment strategies, retirement planning and optimising assets for aged pensions entitlements. Joined Sherrin Partners in 2011 an adviser and shareholder.
Job Titles:
- Operations Coordinator
- Operations Coordinator / EXPERIENCE
I started at Sherrin Partners as Office Coordinator in 2016 with almost 10 years administration experience. I went on Maternity leave in May 2018 and have come back part-time as an Office Administrator.
Job Titles:
- Associate Adviser / EXPERIENCE
I have worked in the financial services industry since 2017 and was fortunate to join the Sherrin Partners team at the beginning of 2021 as a Paraplanner. I obtained a Bachelor of Commerce from Griffith University in 2018 and am currently studying my Master of Financial Planning.
Job Titles:
- Member of the Investment Committee
- Independent Committee Member
- Independent Investment Committee Member
Steve is the Principal of Principia Investment Consultants and an independent member of the Sherrin Partners Investment Committee. He has a rare combination of technical, research, and communication skills that have taken him to the top levels of academia, finance, and business. He holds a PhD in Mathematics, a Master of Applied Finance, a Bachelor of Science (Honours in Physics) and an Arts degree in History and Politics. Steve has worked as a Senior Lecturer in Mathematics and for the last 20 years as a Vice President and Portfolio Manager for a leading global funds management business.
Our Investment Committee is responsible for making all decisions with respect to the composition of our Approved Product List (APL) and the structure of our model portfolios into which the majority of our clients invest. Steve's role on the Investment Committee is to provide an unbiased opinion and external view of these decisions.
Started in the financial services industry in 1999. Worked in various roles in London and Dublin before returning to Sydney in 2002. Worked within a broad cross section of businesses ranging from Global Asset Managers (Credit Suisse) to boutique Hedge Funds (Basis Capital and Arnott Capital) before moving to Scone, NSW in 2010 as a Private Client Adviser. I started my own financial planning business in 2014 prior to joining Sherrin Partners in 2019.
KEY QUALIFICATIONS
Bachelor of Commerce (University of Queensland), Graduate Diploma in Financial Planning from FINSIA and successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam.
Job Titles:
- Operations Coordinator
- Operations Coordinator / EXPERIENCE
I started at Sherrin Partners in January 2019 with a background in client service, management and marketing. I completed my Masters of Marketing and Graduate Certificate in Human Resources to expand my skills in these areas and elevate our marketing, team engagement, culture and employee relations processes.
Job Titles:
- Senior Client Service Officer / EXPERIENCE
Since joining Sherrin Partners in 2016, I have gained extensive industry experience through my support for a dedicated team of professional advisers.
I have over 5-years' experience within the financial services industry and have been providing personalised financial advice since January 2018.
Job Titles:
- Client Service Officer / EXPERIENCE
I joined the client service team in 2022 after working in other capacities at Sherrin Partners from 2018. I am currently completing a Bachelor of Business at the University of the Sunshine Coast.
Job Titles:
- IT & Systems Manager / EXPERIENCE
I have been involved in the Financial Planning industry since the late 80's when I started working for AMP. After some time exploring other ventures, I re-joined the industry via Watermark Financial Services in 2010 as a Senior Customer Service Officer.
Job Titles:
- Senior Client Service Officer / EXPERIENCE
I joined Sherrin Partners mid 2021 with three years experience in the industry. I have been able to combine my industry skills with my experience in the real estate industry to assist in providing clients first class service.
Job Titles:
- Senior Client Service Officer / EXPERIENCE
I took the step up in 2018, having graduated from QUT with a Bachelor in Business and previously worked at Sherrin Partners for 18 months in other capacities.
Job Titles:
- Client Service Officer / EXPERIENCE
After leaving a career in hospitality management I joined Sherrin Partners at the start of 2022.
From a career in the health care industry, I was fortunate enough to be offered an opportunity with Sherrin Partners in 2019 to pursue my passion in personalised financial advice. OUTLOOK I am currently studying the Master of Financial Planning at Griffith University and hope to continue to expand my knowledge and experience in the supportive environment provided by Sherrin Partners. BEYOND SHERRIN PARTNERS You'll find me enjoying bush walking, playing badminton with friends or relaxing with my dog. Contact
Job Titles:
- Client Service Officer / EXPERIENCE
I started at Sherrin Partners in 2021 with a Bachelor of Commerce (Accounting) and a background in customer service.
Job Titles:
- Chairman
- Chairman / EXPERIENCE
- Our Founding Member
, commenced Sherrin Partners in 2006 and named the practice after his great grandmother's English family. Ken's Father is named Sherrin Thomas Grant Hanlon.
Over 30 years' industry experience - 20 years in large superannuation & funds management before starting Sherrin Partners in 1996.
KEY QUALIFICATIONS
Fellow of the Financial Services Institute of Australasia (FINSIA), Graduate of the Australian Institute of Company Directors (GAICD). Tertiary qualifications in: Economics, Finance and Education from the University of Queensland.
Job Titles:
- Senior Client Service Officer / EXPERIENCE
I started at Sherrin Partners mid 2021 with a Bachelor of Business and a background in hotel administration. I am looking forward to providing an exceptional level of service to our clients.
I have been working in the financial services industry for 20 years and have been providing clients with personalised advice since 2009.
After studying Finance and Accounting at the University of Queensland, I joined Sherrin Partners in 2015. Since this time, I have gained invaluable experience and knowledge of the industry. OUTLOOK I am in the final stages of completing the Graduate Diploma of Financial Planning to assist in furthering my career with Sherrin Partners. I aim to continue to build a wealth of knowledge through both study and on the job experience. BEYOND SHERRIN PARTNERS You'll find me spending time with my family, at the cinema watching the latest Marvel movie or meeting up with friends. Contact
I entered the financial services industry in 2019 after a previous career in healthcare as a community pharmacist.
Job Titles:
- Senior Client Service Officer / EXPERIENCE
Joined the team in early 2019, having already spent almost two years in the industry after graduating from QUT in 2016 with a Bachelor of Business.
KEY QUALIFICATIONS
Bachelor of Business (major in Finance) and a Diploma of Financial Planning. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate Diploma of Financial Planning.
I've worked in financial services since the late 1970s - including large insurance companies before Sherrin Partners OUTLOOK At various times I've been office manager & finance officer. I'm now a paraplanner, preparing advice documents for our valued clients. BEYOND SHERRIN PARTNERS You'll find me playing tennis, cycling, or spending time with my family. Contact
Job Titles:
- Senior Client Service Officer / EXPERIENCE
Fortunate to join Sherrin Partners in September 2020 after graduating from Swinburne University with a Bachelor of Business and a background in Psychology.
In financial planning since 1999 and an authorised representative since the early 2000s. Helped form Watermark Financial Services in 2004, before joining Sherrin Partners in 2018 as a Director.
KEY QUALIFICATIONS
Bachelor of Business Management and an Advance Diploma of Financial Planning. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate Diploma of Financial Planning.
Job Titles:
- Managing Director & Adviser / EXPERIENCE
I joined the financial services industry in 1999, mostly working with large banking institutions. Since 2006, I have been a financial adviser and a director of Sherrin Partners since 2009.
KEY QUALIFICATIONS
Bachelor of Commerce & Bachelor of Economics (University of Queensland); Graduate Diploma in Financial Planning from FINSIA. Active member in the Association of Financial Planners (AFA), completed the Australian Institute Company Director's Course (GAICD), and a Justice of the Peace. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam.
Job Titles:
- Senior Client Service Officer
Job Titles:
- Senior Client Service Officer / EXPERIENCE
Having only joined Sherrin Partners in 2020, I am gaining knowledge and experience daily with the support of our team members.
Job Titles:
- General Manager
- General Manager / EXPERIENCE
I have worked in financial services since 2009 and joined Sherrin Partners as a Client Services Officer in 2012. I progressed into the Practice Manager role in 2017. I have a Bachelor of Arts in Applied Theatre, a Diploma in Financial Planning and have recently completed my Executive Masters of Business Administration.
Job Titles:
- Consultant
- Consultant / EXPERIENCE
I have spent the last decade helping self-employed people, small business owners and everyday Australians achieve their financial goals. My passion is educating and assisting individuals, families and business owners on strategies that create financial abundance over time and how they can minimise their risks along the way.
Job Titles:
- Director & Adviser / EXPERIENCE
Emergency Paramedic in the UK for 5 years before migrating to Australia and joining the financial services sector in 2007 - originally in general insurance, then as an adviser & director of MLIG. Since 2013, a Director of Sherrin Partners.