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 /

Director

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 set up 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 /

Director

EXPERIENCE
Joined the financial services industry in 1999, working with large banks; since 2006, I’ve been in financial planning 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) 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 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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Anthony Brown /

Director

EXPERIENCE
Started in the financial advice industry as a paraplanner in 2003 and went on to become a senior advisor & director of MLIG. Since 2013, now a Director of 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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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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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 10 years’ experience in financial services; previously MD at Lauder Financial Solutions before we merged into Sherrin Partners in 2016.

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

WHY HERE, WHY THIS?
Since the merger, I share with my colleagues’ focus on the needs of clients and providing personalised strategic advice to help them achieve their financial goals and improve their financial positions.

BEYOND SHERRIN PARTNERS
You’ll usually find me relaxing and spending time with my wife, Ellissa, and our 3 children, Noah, Sofia & Zane.


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CLIENT SERVICES TEAM

Your interests are at the heart of everything we do…

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 Loy /

Paraplanner

EXPERIENCE
Joined Sherrin Partners in 2015 with a Bachelor of Commerce & Business Management degree (UQ).

OUTLOOK
Now a paraplanner, previously a client services officer. It’s rewarding to grow with a company focused on helping clients achieve their lifestyle & financial goals.

BEYOND SHERRIN PARTNERS
You’ll find me furthering my studies in financial planning, travelling, or camping.


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Brittany Reed /

Senior Client Services Officer

EXPERIENCE
Joined in 2015 with limited experience in financial services – but learning quickly!

OUTLOOK
Previously a client services officer, the diverse experience of my colleagues has helped me develop a strong focus on providing elite client service.

BEYOND SHERRIN PARTNERS
You’ll find me studying for my diploma in financial planning, spending time with friends & family, travelling, or reading a good book!


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Ella Tynan /

Senior Client Services Officer

EXPERIENCE
Joined Sherrin Partners in 2016 with minimal industry experience – but I’m working on it!

OUTLOOK
Previously a client services officer; being surrounded with experienced professionals motivates me to develop myself to better help clients achieve their best.

BEYOND SHERRIN PARTNERS
You’ll find me studying for my Bachelor of Business degree at QUT or enjoying the many delights of the Queensland coast.


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Natasha Hughes /

Senior Client Service Officer

EXPERIENCE
I Joined Sherrin Partners in 2016 with a Bachelor of Business & Psychology degree (Griffith University) and minimal industry experience.  Late 2017, I spent 4 months away travelling before returning to Sherrin Partners in 2018.

WHY SHERRIN PARTNERS?
Previously a client service officer;  I have been so fortunate to work with such a supportive and hardworking team, who drive my personal development and continues to focus on broadening my skills and ability to help our clients reach their goals.

BEYOND SHERRIN PARTNERS
You’ll find me spending quality time with family and friends, camping and enjoying good food and coffee!


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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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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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Royce Adcock /

Client Service Officer

EXPERIENCE
Joined the company recently with little experience in financial services.

WHY SHERRIN PARTNERS?
The opportunity to gain industry experience and to develop myself professionally, working for a leading financial services firm in a fast-paced environment.

BEYOND SHERRIN PARTNERS
You’ll find me studying for my Bachelor of Laws & Business degree at QUT, attending a live sports game or getting away for a weekend at the beach with friends.


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Alex Hale /

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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Jack Hains /

Client Services Officer

EXPERIENCE
Joined the company in 2018, having previously worked in financial services in less-demanding, less-client-facing capacities.

OUTLOOK
The culture here is engaging and suits my aims of personal development, high performance, and excellence in service.

BEYOND SHERRIN PARTNERS
You’ll find me studying to complete a Bachelor of Laws & business degree at QUT, training for a triathlon, or attending the cricket.


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Jacob Sargeant /

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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MANAGEMENT AND ADMIN TEAM

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

Stephanie Woo /

Office Manager

EXPERIENCE
Have worked in financial services since 2009, obtaining a diploma in financial planning in 2013. Client services manager since 2016.

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

BEYOND SHERRIN PARTNERS
My Bachelor of Arts in Applied Theatre helps me create some magic with my theatre collective; playing soccer.


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Claire Lowe /

Office Coordinator

EXPERIENCE
I joined Sherrin Partners in early 2018 with extensive experience in client and customer services. Although I have no experience in financial services, I find I am learning a great deal at Sherrin Partners.

WHY SHERRIN PARTNERS?
My first impression of Sherrin Partners was that it is a company with superior morals and a strong commitment to providing the best for their clients. I was grateful to be given the chance to work with so many wonderful and talented people.

BEYOND SHERRIN PARTNERS
You’ll find me spending time with my family and friends, reading as many books as I can, and travelling to new places.


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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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Kaye Smith /

Database Project Officer

EXPERIENCE
With the company since 2011, after working in risk insurance & financial planning.

WHY SHERRIN PARTNERS?
I get to share my knowledge of insurance, superannuation & investments with our valued clients, building long-term & rewarding relationships based on trust.

BEYOND SHERRIN PARTNERS
I enjoy travel, especially camping and getting to see more of Australia.  Reading, all genres.  Art classes with a particular interest in charcoal portraits.  Spending time with family and friends.


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