MEET OUR TEAM

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.

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.

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 & 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

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 /

Director & 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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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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Advice Team

The ones who recognise your individual circumstances and empower you to achieve your financial goals.

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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Kim Hope /

Adviser

EXPERIENCE
I have been working in the financial services industry for over 18 years and have been providing clients with personalised advice since 2009.

KEY QUALIFICATIONS

Advanced Diploma of Financial Services, member of the Association of Financial Advisers (AFA) and in the last year of completing her Graduate Diploma in 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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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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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. Currently completing 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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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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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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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.

Peter Kerr /

Consultant

EXPERIENCE
I have been providing advice in the financial planning industry since 1987, originally operating my own business Entire Financial Management which has now been acquired by Sherrin Partners.

OUTLOOK
I look forward to continuing to meet and work with clients through Sherrin Partners, helping to maintain the high level of service they are accustomed to.

BEYOND SHERRIN PARTNERS
I have always enjoyed being active and staying healthy, and I will continue on this path with all of the great activities available to us on the Sunshine Coast. I plan to travel more and look forward to enjoying quality time with family and friends.


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Ella Tynan /

Senior Client Service Officer

Ella is currently on parental leave with her baby girl Remi. 

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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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 help me to understand the elements to deliver high-quality client experiences. It is a great environment to develop my professional skills and continue to grow my knowledge.

BEYOND SHERRIN PARTNER

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


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Karen Lethlean /

Senior Client Service Officer

EXPERIENCE

I have been working in the financial planning industry since 2002 in various senior administrative and customer service roles, after completing my Diploma in Financial Planning. 

OUTLOOK

Sherrin Partner’s culture and values align perfectly with mine and I feel very fortunate to be able to continue my career within such a great team environment. 

BEYOND SHERRIN PARTNERS

You’ll find me beside a basketball court most days of the week watching my younger two children, otherwise spending quality time with the family and travelling as much as possible. 


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Karen Wyatt /

Senior Client Service Officer

EXPERIENCE
I joined the Finacial Services industry in 2005 and became an Authorised Representative in 2014 with Entire Financial Management after completing an Advanced Diploma in Financial Planning. Now I have joined the team at Sherrin Partners, I am looking forward to continuing to provide a high level of service to our clients.

OUTLOOK
I’m pleased to be applying my Financial Planning and administrative experience to my new role here at Sherrin Partners whilst supporting our team of Advisers, and facilitating the delivery of quality advice and service to our clients.   

BEYOND SHERRIN PARTNERS
When I’m not at work you’ll find me spending time with my husband, in the garden, or with my family and 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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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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Alex Hale /

Senior Client Service 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 graduate diploma in financial planning, playing football & golf or taking my dog for a long walk.


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Rob Lasker /

Senior Client Service 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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Jerome Tsui /

Senior Client Service Officer

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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Clay Cameron /

Senior Client Service 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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Kelsey Hutchin /

Client Service Officer

EXPERIENCE
Joining Sherrin Partners in early 2020 presented me with my first opportunity to enter the financial planning industry. I currently hold a Bachelor of Commerce and a Graduate Certificate in Financial Planning.

OUTLOOK
Whilst working in my current role as a client service officer, I aim to make the most of working alongside a very experienced team of advisors. After completing the rest of my graduate diploma in financial planning, I plan to work towards becoming a financial planner at Sherrin Partners.

BEYOND SHERRIN PARTNERS
Outside of work, I enjoy making the most of what the Sunshine Coast has to offer whether it be hiking, spending time at the beach or mountain biking.


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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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Kris Chand /

Paraplanner

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 have recently completed 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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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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MARKETING AND ADMIN TEAM

The ones who embody client experience, facilitate our partnerships and provide comprehensive administrative service to the team.

  • Eliza Moloney

    Marketing & Office Coordinator

  • Chanelle Counihan

    Marketing & Administration Officer

  • Carmel

    Administration & Customer Service Assistant

Eliza Moloney /

Marketing & Office Coordinator

EXPERIENCE
I started at Sherrin Partners in January 2019 with a Bachelor’s in Commerce (Marketing) and a background in client service, management and marketing. I am currently in the process of completing my Masters of Marketing to expand my skills in this area.

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 designing and implementing these experiences for our clients.

BEYOND SHERRIN PARTNERS
You’ll find me watching the AFL, at the beach with my dog or travelling. 


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Chanelle Counihan /

Marketing & 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 /

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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