Leadership
The ones who lead us, inspire us, create vision and motivate action.
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 & 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.
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 children or enjoying the mornings when I get up early and join friends jogging along the Brisbane River.
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Stuart Carter /
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.
KEY QUALIFICATIONS
Advanced Diploma of Financial Services (Financial Planning), Chartered Life Practitioner (CHLP) through the Association of Financial Advisers. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate Diploma of Financial Planning.
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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Bruce Beakey /
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.
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). I am a panel member for the Australian Financial Complaints Authority (AFCA), a past board member of the Financial Planning Association of Australia and successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.
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 spending time with my family, at the gym or studying my Bachelor of Psychology.
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Stephanie Woo /
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.
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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Billy Oswell /
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).
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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Advice Team
The ones who recognise your individual circumstances and empower you to achieve your financial goals.
Michelle Millsom /
Adviser
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. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate 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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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 and successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam.
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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Kim Hope /
Adviser
EXPERIENCE
I have been working in the financial services industry for 20 years and have been providing clients with personalised advice since 2009.
KEY QUALIFICATIONS
Advanced Diploma of Financial Services and a member of the Association of Financial Advisers (AFA). Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate Diploma of Financial Planning.
WHY HERE, WHY THIS?
I have always been passionate about financial education and thrive on empowering clients to understand and plan for their personal financial goals. The most rewarding part of my role is developing long term relationships with clients and helping them gain the ability to relax and enjoy the more important things in life.
BEYOND SHERRIN PARTNERS
Together with my husband I have three young children, we can usually be found at the swimming pool or the park. Life is busy – but I wouldn’t have it any other way!
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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. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate Diploma of Financial Planning.
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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Emily Matthews /
Adviser
EXPERIENCE
I have over 5-years’ experience within the financial services industry and have been providing personalised financial advice since January 2018.
KEY QUALIFICATIONS
Advanced Diploma of Financial Planning. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate Diploma of Financial Planning.
WHY HERE, WHY THIS?
My passion is to increase the standard of financial literacy through education to ensure my clients make informed financial decisions now and always. It is incredibly rewarding helping clients achieve financial comfort and confidence to prepare for their future while enjoying their lives today.
BEYOND SHERRIN PARTNERS
My husband and I both lead a very active lifestyle and enjoy traveling domestically and internationally as much as possible. If we’re not playing sports such as Aussie Rules, Tennis or Golf over the weekend, we are generally enjoying our time at the beach or hiking one of the glasshouse mountains.
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Kris Chand /
Adviser
EXPERIENCE
I entered the financial services industry in 2019 after a previous career in healthcare as a community pharmacist.
KEY QUALIFICATIONS
Graduate Certificate in Financial Planning and a Masters in Financial Planning, Undergraduate degree in Pharmacy (UQ), Qualified Justice of the Peace, a member of the Association of Financial Advisers (AFA) and have successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.
WHY HERE, WHY THIS?
During my tenure as a pharmacist, the cornerstone of my motivation resided in the connections forged with my patients. Transitioning into the role of a financial adviser, my passion lies in cultivating profound, lasting relationships with my clients and helping them to bring their financial dreams to fruition. Sherrin Partners provides an alignment of values and workplace culture, seamlessly empowering me to translate these ambitions into reality.
BEYOND SHERRIN PARTNERS
During my free time, you’ll often spot me unwinding at the beach with my family, enjoying a good book, or enthusiastically supporting my favourite sports team.
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Support Team
The ones who support us behind the scenes, and are crucial in implementing the advice to provide the best outcomes for our clients.
Ella Tynan /
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.
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, children Remi & Jay, and our two kelpies Harvey & Nora.
Ella is currently on parental leave.
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Perinne Anderson /
Senior Client Service Officer
EXPERIENCE
Being new to the industry I don’t think there is a better company to introduce me to the world of financial planning. I am looking forward to growing and learning along side such compassionate, experienced and genuine individuals.
OUTLOOK
Sherrin Partners has provided me with exceptional guidance to make sure my transition into a new industry is both inviting and inspiring. I’m excited to grow and develop my client service officer skills with Sherrin and the team whilst providing the best possible service for our clients.
BEYOND SHERRIN PARTNERS
You’ll find me playing mixed netball with my friends and family or going on walks with my Schnauzers.
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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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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.
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.
WHY HERE, WHY THIS?
I enjoy tailoring strategies for clients that considers their unique circumstances and allows them to achieve their goals. The impressive culture and breadth of experience at Sherrin Partners fosters my ongoing development and ultimately facilitates the delivery of exceptional outcomes for clients.
BEYOND SHERRIN PARTNER
I can be found playing cricket or tennis, cheering on the Brisbane Broncos or spending time outdoors.
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Stefanie Keep /
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.
OUTLOOK
I will be commencing the Graduate Certificate in Financial Planning in early 2021 to assist with my career and knowledge. I am grateful to be able to draw on the support and wealth of knowledge from the team here.
BEYOND SHERRIN PARTNERS
You’ll find me spending time with my husband, 2 daughters, and 2 dogs. I love a round of golf despite my lack of skill!
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Matthew Hein /
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.
OUTLOOK
Sherrin Partners values strongly align with my own. Their exceptional supportive and collaborative culture allows me the opportunity to develop my professional identity and to pursue a career in Financial Services. I am thankful to be part of an organisation that truly takes a client-centric and wholistic approach to Financial Advice.
BEYOND SHERRIN PARTNERS
You will find me completing my Graduate Diploma of Financial Planning. On weekends I’m usually enjoying the outdoors, spending time with friends and family, and trying out the great breweries and restaurants Brisbane has to offer.
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Steve Jones /
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.
KEY QUALIFICATIONS
Bachelor of Social Science and have completed ASIC’s legislative requirements to provider advice on insurance broking, risk management, managed investments, superannuation & retirement planning, including self-managed superannuation and investment & taxation planning. Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam, an Advanced Diploma of Financial Planning, an active member of the Association of Financial Advisers (AFA) and I am currently completing a Masters of Financial Planning at Griffith University.
WHY HERE, WHY THIS?
I joined the Sherrin Partners team in 2022 along with my ClearFP business, clients and team members. I am looking forward to continuing to provide clients with the same quality of advice and service that ClearFP clients are accustomed to with the sufficient scale Sherrin Partners can offer.
BEYOND SHERRIN PARTNERS
When I’m not at work, I enjoying spending time with my wife, children and grandchildren or watching AFL.
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Dion Camilleri /
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.
OUTLOOK
I aim to utilise my experience, qualifications, and passion for the industry to become a respected and trustworthy adviser. I will be focusing on preparing high-level advice documents for our valued clients and continuing to develop my knowledge base to prepare me for this progression.
BEYOND SHERRIN PARTNERS
Outside of work you will find me binge watching a TV series, Latin dancing, at the gym or keeping myself entertained with an arts and crafts project.
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Greg Stray /
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.
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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Isabella Scarcella /
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.
OUTLOOK
I enjoy being part of a company with great culture and genuine care for their clients.
BEYOND SHERRIN PARTNERS
You’ll find me exploring the many national parks and mountains on the coast, or soaking up the sun on the beach.
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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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Jacob Sargeant /
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.
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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Jerome Tsui /
Paraplanner
EXPERIENCE
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.
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Kerryn Yarrow /
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.
OUTLOOK
I aim to expand my knowledge in financial planning whilst supporting our advisers and facilitating personalised client experiences. I am thankful to be part of a company that has an inclusive and supportive culture.
BEYOND SHERRIN PARTNERS
You’ll find me at the beach, bush walking or playing with my Jack Russell, Hunter.
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Jacqueline Penner /
Client Service Officer
EXPERIENCE
After leaving a career in hospitality management I joined Sherrin Partners at the start of 2022.
OUTLOOK
I am very grateful to work for a company whose values align with my own and hope to continue to grow within this environment.
BEYOND SHERRIN PARTNERS
Outside of work I enjoy supporting local bars and restaurants, spending time with my family, or playing with my Cattle Dog cross.
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Estyn Beakey /
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.
OUTLOOK
My role at Sherrin Partners gives me the opportunity to learn more about the industry and providing quality client service.
BEYOND SHERRIN PARTNERS
You’ll find me studying, socialising with friends or relaxing at home.
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Kate Isler /
Client Service Officer
EXPERIENCE
I started at Sherrin Partners in 2021 with a Bachelor of Commerce (Accounting) and a background in customer service.
WHY SHERRIN PARTNERS?
Sherrin Partners is a great company to enter finance with. The staff are hard-working, knowledgeable and compassionate, and our clients are a pleasure to assist.
BEYOND SHERRIN PARTNERS
You’ll find me at the beach, on a hike, trying new experiences or occupied with a good book.
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OPERATIONS AND ADMIN TEAM
The ones who embody client experience, facilitate our partnerships, enhance employee engagement and provide comprehensive service and advice to the team.
Eliza Moloney /
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.
WHY SHERRIN PARTNERS?
The philosophy here is built on creating exceptional, first-class, and highly personalised client experiences. I enjoy being able to play my role in executing these positive experiences for clients through enhancing our human resource strategies, improving team performance and building on our marketing initiatives.
BEYOND SHERRIN PARTNERS
You’ll find me watching the AFL, enjoying the SA wine regions, at the beach with my dog or travelling.
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Chanelle Iwanina /
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.
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 /
Administration & Customer Service 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 long drives exploring the beautiful sights surrounding Brisbane.
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Investment Committee
Steve Garth – Independent Investment Committee Member
Dr Steve Garth /
Independent 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.
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