Bruce Sherlock
Bruce founded the family organisation that has become Sherlock Consulting over 40 years ago. He has vast experience in the superannuation and financial services industry. He is also a Life Member of the M.D.R.T
Bruce has close and strong connections with a wide number of Australia's leading business personalities, many of whom are personal clients. He brought sons Jonathan and Matthew into Sherlock Consulting in order to underpin the family values in which he is a passionate believer.
He extends his patriarchal responsibilities to not only his personal family, but also to the family of dedicated team members of his eponymous organization.
Adam Kirk
Adam has more than 15 years experience in the superannuation and financial services industry.
He gained invaluable experience working for such prominent institutions such as Skandia, AMP, Norwich Union (Aviva) and Zurich, before joining Sherlock Consulting.
He holds the following qualifications and professional memberships:
· Diploma of Financial Planning (Kaplan)
· Diploma of Human Resource Management
Since joining the firm, Adam has been appointed executive consultant and general manager, and has major input to the positive direction and standards of service that underpin its ongoing development. Adam's prime role at Sherlock Consulting is the development and cultivation of new relationships in the arena of corporate superannuation; he is also heavily involved, along with his colleagues, in maintaining the firm's strong client base.
Married with four children, Adam is a keen tennis player and passionate follower of rugby union.
Jonathan Sherlock
Jonathan has been providing financial services advice to clients since 1997.
He holds the following qualifications and professional memberships:
- Bachelor of Law and Commerce
- Diploma Financial Services (Financial Planning)
- Associate of the Financial Planning Association (FPA)
Since joining the family firm (Sherlock Group), Jonathan has devoted much of his time and energy serving the needs of corporate superannuation clients and their members. Jonathan's specific role in Sherlock Consulting is enhancing relationships with the expanding list of corporate clients and their members.
Married with thre children, his permanent quest is for the 'right balance' between family and work responsibilities: something he shares with the many members whose interests he serves.
Matthew Sherlock
Matthew has been providing financial services advice to clients since 1997.
He holds the following qualifications and professional memberships:
- Bachelor of Law
- Advanced Diploma Financial Services (Financial Planning)
Since joining the family firm (Sherlock Group), Matthew has devoted much of his time and energy to addressing risk management issues for clients.
Matthew's specific role in Sherlock Consulting is in providing advice to individual members, as required, in the key area of personal risk management
Married with three boys and a beautiful daughter, Matthew is passionate about devoting time to his family, and balancing that with his responsibilities within the family firm.
His favourite sport is rugby union and his personal fitness comes from playing tennis whenever time and opportunity permits.