Our Board of Directors sets and implements our long term strategic plan.
With over 30 years of experience, some may call me a veteran of the financial services industry.
I spent the first 20 years of my career working in large superannuation funds and funds management firms. I grew increasingly frustrated as I saw time and time again customers being offered complex products they didn’t fully understand or need. My dream was to establish a financial planning firm where the emphasis was on understanding all aspects of a client’s life, not just their assets and liabilities.
On the 1st April 1996 this dream became a reality and Sherrin Partners was established. ‘Sherrin’ is the family name of my father’s English grandmother. My father was named Sherrin Thomas Grant Hanlon.
In 2009 Sherrin Partners merged with Dunnottar Financial Solutions and my old colleague Jason Kirk and his business partner Nathan Yuille joined as Directors of Sherrin Partners. Jason and Nathan share my belief that financial planning should be simple, clear and highly personalised. It is important for our clients to feel safe and in control as we work towards achieving their goals.
In addition to making a positive difference in our clients’ lives, it is humbling to be able to help those less fortunate. I am deeply proud of the hands on work our team is involved in with a local charity called Footprints. Footprints provides support for people who are disadvantaged by disabilities, mental health issues, social and financial issues, many of whom are homeless.
It is also important that we give back to our industry and I am honoured to be a Fellow of the Financial Services Institute of Australasia (FINSIA). I am a Graduate of the Australian Institute of Company Directors (GAICD) and have tertiary qualifications in Economics, Finance and Education from the University of Queensland.
I have been working in the Financial Services industry since 1995 initially within large banks, insurance firms and fund managers, including four years at Millenium3 Financial Services with Ken Hanlon (now a Director at Sherrin Partners). After becoming disillusioned by the short-term focus on selling products, I decided to move into financial planning where I could provide tangible long-term benefits to my clients’ financial lives. I established my own firm Dunnottar Financial Solutions in partnership with Nathan Yuille (now a Director at Sherrin Partners) in 2004.
In 2009 Dunnottar Financial Solutions merged with Sherrin Partners. Ken, Nathan and I share a similar philosophy and saw an opportunity to build a financial advice practice that provides a first class client experience. It was equally important that our practice survives and thrives the tenure of any one individual adviser. Our goal since day one is to make a positive difference in our clients’ lives and this is most successful when relationships are built and nurtured over the long-term.
I am particularly interested in working with clients to determine the most appropriate investment structure for their retirement savings, whether it’s a self-managed superannuation fund, company, trust, allocated pension or a retail super fund. I provide specialised advice in this area as part of a comprehensive financial plan incorporating wealth creation and retirement planning strategies.
I have Bachelor of Economics Degree and I am a Certified Financial Planner (CFP) through the Financial Planning Association of Australia (FPA) of which I am a Member. I have also completed a Graduate Diploma in Applied Investment and Finance.
Helping our clients realise their financial and lifestyle goals and playing a part in developing our employees’ own careers is tremendously rewarding. We are equally proud to have created a culture that fosters a work/life balance and value being able to spend more time with our families and friends.
Every client is unique and spending time with them to fully understand their goals, priorities and concerns makes financial planning deeply rewarding for me.
I joined the financial services industry in 1999 and spent the first part of my career working for large banks including Deutsche Bank and Bankers Trust. I moved into financial planning in 2006 motivated by the opportunity to build long-term relationships with clients and provide more meaningful and personal financial advice. Initially I joined a partnership with Jason Kirk (now a Director at Sherrin Partners) at Dunnottar Financial Solutions and then in April 2009 we merged our practice with Ken to join Sherrin Partners.
Ken, Jason and I are united by the belief that financial planning should be highly personalised and always aligned with our clients’ unique values, goals and priorities. I am highly motivated by developing personalised strategic financial plans covering investment advice, wealth creation and retirement planning to help my clients achieve their goals. I also specialise in succession planning for businesses and business risk solutions.
I have a Bachelor of Commerce at the University of Queensland (UQ), a Bachelor of Economics also at UQ and a Graduate Diploma in Financial Planning from FINSIA. I’m actively involved in the Association of Financial Planners (AFA) and a Justice of the Peace.
Most of my time out of work is spent having fun with my wife and four small children. I also really enjoy the mornings when I can get up early and join friends jogging along the Brisbane river or kayaking on the river before work.
Having worked as a NHS Emergency Paramedic in the UK for 5 years I immigrated to Australia, joining MLIG and the financial services sector in 2007. Commencing in a General Insurance capacity I furthered my development with a Diploma of Financial Services (Financial Planning) progressing to a Paraplanner role. I became an Adviser in 2009 joining the AFA in the same year. In 2013 I achieved the Chartered Life Practitioner (CHLP) qualification through the Association of Financial Advisers taking on the role as Senior Adviser and Director of MLIG.
With MLIG and Sherrin Partners merging we have brought together two client centric practices. I look forward to continuing my career helping young professionals balance their long-term financial goals with their day-to-day choices.
I am married with a young daughter and when I am not spending time with my family I am a sports fanatic watching rugby, football and enjoying the occasional round of golf.