MEET OUR TEAM

ADVISERS

Professionals who will listen & propose solutions…

A Sherrin Partners adviser is committed to helping you build the life you aspire to.
As experienced advisers, they ask the right questions and propose solutions based upon a deep understanding of your goals, values, and relationships combined with industry leading practice and experience…

Ken Hanlon /

Chairman

EXPERIENCE
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.

WHY HERE, WHY THIS?
I established Sherrin Partners to provide simple, clear and highly personalised advice based on what clients really want to achieve – rather than the products that can be sold to them based solely on their assets & liabilities. We’ve grown by keeping this at our core.

BEYOND SHERRIN PARTNERS
I’m very proud of the work our team is involved in with Footprints – a local charity that provides support for people who are disadvantaged by disabilities, mental health issues, social and financial issues, and homelessness.


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Nathan Yuille /

Managing Director

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.

WHY HERE, WHY THIS?
Every client is unique and spending time with them to build long-term relationships helps us to fully understand their goals, priorities and concerns. Then offering meaningful advice on investment, wealth creation, and retirement makes financial planning deeply rewarding. The directors here are all united in the belief that financial planning should be highly personalised and client-centric.

BEYOND SHERRIN PARTNERS
You’ll find me having fun with my wife and four small children or enjoying the mornings when I get up early and join friends jogging along the Brisbane river or kayaking on the river before work.


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Stuart Carter /

Director

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.

KEY QUALIFICATIONS
Advanced Diploma of Financial Services (Financial Planning), Chartered Life Practitioner (CHLP) through the Association of Financial Advisers.

WHY HERE, WHY THIS?
When MLIG and Sherrin Partners merged, we brought together two client-centric practices. I’m here to continue my career helping young professionals balance their long-term financial goals with their day-to-day choices.

BEYOND SHERRIN PARTNERS
When not spending time with my wife and two children, I am a sports fanatic watching rugby, football and enjoying the occasional round of golf.


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Michelle Millsom /

Director

EXPERIENCE
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

WHY HERE, WHY THIS?
Motivated by nurturing rewarding long-term relationships with clients and shaping personalised strategic advice that will deliver consistent outcomes. With my fellow directors, we have a shared vision to be the mutual partners of clients through their financial journeys to achieve their lifestyles goals.

BEYOND SHERRIN PARTNERS
You’ll find me at Mooloolaba Surf Club, surf boat rowing or kayaking – or doing something else active and healthy on the Sunshine Coast. With my partner, Greg (who also works with the firm), we have four children.


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Bruce Beakey /

Adviser

EXPERIENCE
In the financial services industry since 1987, working mainly for large organisations. Provided personal financial advice since 1996 – specialising in superannuation, investment strategies, retirement planning and optimising assets for aged pensions entitlements. Joined Sherrin Partners in 2011.

KEY QUALIFICATIONS
Certified Financial Planner (CFP) and a Justice of the Peace (Commissioner of Declarations); Fellow of both the Financial Services Institute of Australia (FINSIA) and the Australian & New Zealand Institute of Insurance & Finance (ANZIIF). Panel member for the Financial Ombudsman Service & a past board member of the Financial Planning Association of Australia.

WHY HERE, WHY THIS?
It’s tremendously satisfying to convert my financial experience and knowledge into positive outcomes for clients in an organisation where the client’s best interests are at the heart of everything.

BEYOND SHERRIN PARTNERS
You’ll find me gardening and maintaining an acreage conservation property.


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Duncan Yuille /

Adviser

EXPERIENCE
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.

WHY HERE, WHY THIS?
I enjoy building relationships that allow me to provide clients with the confidence to make informed decisions about important financial and life choices and acting as a sounding board when they experience a change in circumstances. Being able to share in and assist clients to achieve their goals is highly rewarding.

BEYOND SHERRIN PARTNERS
Spending time with my wife and three children, playing golf, enjoying the benefits of a country lifestyle and actively contributing to the local community.


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Anthony Brown /

Adviser

EXPERIENCE
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.

KEY QUALIFICATIONS
Bachelor of Commerce Degree (Griffith University) and an Advanced Diploma of Financial Services. Active member of the Association of Financial Advisers (AFA) & Chartered Life Practitioner (CHLP) through the Association of Financial Advisers.

WHY HERE, WHY THIS?
I love to develop lasting relationships with clients and strive to educate them on how they can achieve their financial goals, how to protect their wealth creation, and how to prepare for the unexpected.

BEYOND SHERRIN PARTNERS
Married with two young active children. I like to keep active by cycling, paddling my surf ski, and enjoying the outdoors with my family.


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Billy Oswell /

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.

WHY HERE, WHY THIS?
I enjoy serving the individual needs of clients and providing personalised strategic advice to help them improve their financial positions. And the wealth of experience and knowledge within the team here helps me continue my professional development and expand my skillset with an industry-leading firm.

BEYOND SHERRIN PARTNERS
You’ll find me playing Aussie rules football, the odd game of golf and exploring Brisbane’s newest cafes and restaurants.


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Mark Lauder /

Adviser

EXPERIENCE
Over 12 years’ experience in financial services. Previously MD at Lauder Financial Solutions before joining Sherrin Partners in 2016.

KEY QUALIFICATIONS
Diploma of Financial Services, Bachelor’s Degree in Commerce, Commissioner for Declarations in Queensland. Proficient in Mandarin Chinese, having consulted in China periodically between 1999 & 2006.

WHY HERE, WHY THIS?
It has never been a more important time in the history of our industry to demonstrate value and deliver best practice professional financial services. We put client interests first and offer personalised strategic advice to assist clients achieve their financial; goals and improve their financial positions.

BEYOND SHERRIN PARTNERS
Outside of the fairways and attempting to get fit, you’ll typically find me spending time with my wife, Ellissa, and our children Noah, Sofia & Zane.


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Robert Vajda /

Adviser

EXPERIENCE
Over 6 years of experience working in and around the financial planning industry.

KEY QUALIFICATIONS
Diploma of Financial Planning and a Double Bachelor Degree in International Business and Commerce.

WHY HERE, WHY THIS?
I am looking forward to implementing my financial planning knowledge to help provide positive outcomes for the clients of Sherrin Partners and to help them achieve their goals and objectives.

BEYOND SHERRIN PARTNERS
You will find me walking up a mountain trail or sitting on the beach with my family.


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CLIENT SERVICES TEAM

Your interests are at the heart of everything we do…

Ella Tynan /

Senior Client Services Officer

EXPERIENCE
Since joining Sherrin Partners in 2016, I have gained extensive industry experience through my support for a dedicated team of professional advisers.

OUTLOOK
Whilst focused on delivering a high level of client service, I am currently studying a Bachelor of Commerce degree. Ultimately, I aim to engage my experience and qualifications to become a respected, professional and trust worthy adviser.

BEYOND SHERRIN PARTNERS
You’ll find me at the beach or camping with my partner, and our two kelpies Harvey & Nora.


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Greg Stray /

Senior Client Services Officer

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.

OUTLOOK
I enjoy working in an environment where our main concern is continuing to deliver high quality service to our expanding list of clients.

BEYOND SHERRIN PARTNERS
When I am not at work, I enjoy playing golf, spending time with mates at Mooloolaba Surf Club and quality time with my family.


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Kris Chand /

Senior Client Services Officer

Experience
Although new to the finance industry, I feel fortunate to have been given the opportunity to commence my new career path with Sherrin Partners after joining the team in January 2019.

Outlook
I am currently completing my Masters in Financial Planning and looking forward to having the ability to combine my love for building strong client relationships with my passion for finance and wealth creation in a leading financial services firm.

Beyond Sherrin Partners
In my downtime you’ll find me relaxing at the beach with my family, reading a good book or cheering on my favorite sports team.


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Kyle Reardon /

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.

Outlook

The impressive culture and breadth of experience at Sherrin Partners helps me gel and ultimately deliver a quality client experience. It is a great environment to develop my professional skills and continue to grow my knowledge.

Beyond Sherrin Partners

I can be found playing cricket or tennis, cheering on the Brisbane Broncos or spending time outdoors.


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Linda Donohue /

Paraplanner

EXPERIENCE
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.


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Kobie Molles /

Paraplanner

Experience

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.


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Royce Adcock /

Senior Client Services Officer

EXPERIENCE
I am currently completing a Bachelor of Business (Finance) and Bachelor of Laws (Honours) degree at the Queensland University of Technology. I joined the Sherrin Partners Team in early 2014.

WHY SHERRIN PARTNERS?
As an industry leader, Sherrin Partners provides me with the opportunity to gain invaluable insight into the Australian financial services sector and further my professional development.

BEYOND SHERRIN PARTNERS
You’ll find me bunkered down in the QUT Law Library, at a live sporting event or heading to the beach with mates for a weekend away!


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Jacob Sargeant /

Senior Client Services 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.

OUTLOOK
The company offers a pathway into the industry, with my personal development aided by the friendly environment & emphasis on quality client service here.

BEYOND SHERRIN PARTNERS
You’ll find me watching & playing sports, spending time with family & friends, or reading a good book.


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Alex Hale /

Senior Client Services Officer

EXPERIENCE
Joined the company in 2017, after graduating from Griffith University with a Bachelor of Commerce and a couple of years in financial services in London & Brisbane.

OUTLOOK
Sherrin Partners’ philosophies align with my values & career goals perfectly. I’m lucky to be surrounded by the collective knowledge & experience in such a collaborative environment.

BEYOND SHERRIN PARTNERS
You’ll find me studying to complete a diploma in financial planning, playing football & golf or taking my dog for a long walk.


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Clay Cameron /

Client Services Officer

Experience

I joined the company early in 2019, after graduating from Griffith University with a Bachelor of Commerce. I am now building my industry experience after having a career shift from professional sport.

Outlook

Sherrin Partners has a strong team environment that promotes internal success and exceptional service to our clients.

Beyond Sherrin Partners

Playing football for the Redland Bombers, live music, enjoying weekends down the coast and studying a Masters in Financial Planning.


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Rob Lasker /

Client Services Officer

EXPERIENCE
After a long career in software engineering I am studying a Bachelor of Business (Financial Planning) and looking to forge a fulfilling career in financial services.

OUTLOOK
Sherrin Partners have provided me a wonderful opportunity to enter the industry and work in a firm whose client focus is first and foremost.

BEYOND SHERRIN PARTNERS
Away from work and study I relax with masters athletics and family.


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Sharon Smith /

Client Services Officer

EXPERIENCE
I started in the Financial Planning Industry in 2012 with Watermark Financial Services as a Customer Service Officer. Since merging with Sherrin Partners early 2018, I have enjoyed being part of a larger and diverse team.

OUTLOOK
I enjoy forming relationships with all our clients, servicing their needs from an administration aspect and helping them achieve their lifestyle and financial goals.

BEYOND SHERRIN PARTNERS
I enjoy being active and healthy with park runs, boxercise and kayaking whilst living on the Sunshine Coast. During quieter moments I also enjoy scrap-booking and spending time with my family.


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MANAGEMENT AND ADMIN TEAM

We look after things behind the scenes – so advisers & client service officers can look after YOU…

Stephanie Woo /

Practice 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 am currently completing my Executive Masters of Business Administration.

Why Sherrin Partners?

Excellent learning environment & ability to see first-hand the value in providing fully customised financial advice.

Beyond Sherrin Partners

Outside of work, I enjoy playing soccer, going to the theatre and travelling.


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Eliza Moloney /

Office Coordinator

EXPERIENCE
I started at Sherrin Partners early 2019 with a Bachelors in Commerce (Marketing) and a background in client service, management and marketing.

WHY SHERRIN PARTNERS?
The environment here is one of growth and determination, and promotes success and personal development.

BEYOND SHERRIN PARTNERS
You’ll find me watching the AFL or camping at the beach with my husband and our Kelpie Charlie. 


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Chanelle Counihan /

Administration Officer

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.

WHY SHERRIN PARTNERS?
Enjoyable working environment where I am able to utilize my administration and event planning experience to provide our valued clients with great service.

BEYOND SHERRIN PARTNERS
You will find me playing with my Son, attending a music concert or cheering on the Brisbane Lions at the Gabba!


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Carmel Gilbert /

Administration Assistant

EXPERIENCE
Joined the company in 2012, running front office reception.

WHY SHERRIN PARTNERS?
As the ‘director of first impressions’, I love greeting clients with a friendly smile and helping them feel at home.

BEYOND SHERRIN PARTNERS
You’ll probably find me on an island cruise with my family – or travelling somewhere else in the world!


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