Ken Hanlon

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.

Nathan Yuille

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.

Stuart Carter

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.

Michelle Millsom

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.

Bruce Beakey

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.

Stephanie Woo

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.