Billy Oswell

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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.

Kim Hope

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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!

Duncan Yuille

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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.

Emily Matthews

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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.

Anthony Brown

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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.

Kris Chand

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EXPERIENCE
In 2017 I made the difficult decision to change my career from healthcare to financial services. Soon after, I was fortunate enough to be given an opportunity to join the team at Sherrin Partners. I was welcomed by a highly professional team, who’s client focused values mirrored the patient-focused beliefs that I had developed over my many years of practicing pharmacy. Over the past several years I have had the opportunity to work in numerous roles in the industry which have supplemented my formal education with vital practical experience and industry know-how.

KEY QUALIFICATIONS
I have completed a Graduate Certificate and a Masters in Financial Planning, both from Griffith University and have a Bachelor of Pharmacy (Hons) from UQ. I have also passed the FASEA Financial Adviser exam.

WHY HERE, WHY THIS?
The alignment of values and workplace culture at Sherrin Partners has meant that I have not for one second regretted the decision to transition from being a trusted healthcare adviser to a trusted financial adviser. As a former pharmacist, it was the relationships with my patients that drove me. As a financial adviser, I am looking forward to forming meaningful, long-term relationships with clients where I can provide not only financial advice, but make a positive impact on people’s lives by helping bring their financial dreams to fruition.

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.

Kyle Reardon

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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.