Financial Adviser · CHAPEL HILL, QLD

Gerard Anthony Sherlock

CHAPEL HILL, QLD

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000258320

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

Gerard Anthony Sherlock is a financial adviser based in Chapel Hill, Queensland, with 37 years of experience in the financial services industry since 1989. Gerard is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Gerard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gerard's qualifications include a Certificate IV in Financial Planning from Integratec. Gerard is a member of Financial Advice Association of Australia (FAAA) and The Banking and Finance Oath.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2002

Certificate IV in Financial Planning

Integratec

2002

Investment Planning 1

Integratec

2003

Taxation Planning

Integratec

2010

Margin Lending and Geared Investments

Kaplan Professional Education

Registration History

Matrix Planning Solutions Limited

Jul 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

Mar 2012 - Jul 2022 Ceased

Excludes SMSF

AON HEWITT FINANCIAL ADVICE LIMITED

Jan 2004 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register