Sherlock Wealth has appointed Andrew Sherlock as its CEO, taking over from his wife Jacqui Sherlock who is stepping down after eight years in the role.
Now in its second generation of family ownership, the Sydney-based financial planning firm was established in 1970 by Andrew’s father, Reg Sherlock.
A chartered accountant with a background in funds management, Andrew has had a 30-plus-year career in financial services.
Jacqui is Andrew’s wife and will remain involved as an owner and board member.