Jonathan Sherlock

Jonathan Sherlock

Financial Planner

Financial Planner

About me

I have been providing advice to employers for over 20 years on matters that protect their interests and their shareholders.

As a Financial Planner, I can implement various strategies to protect your business and provide workplace benefits to your employees.

Generally, I focus on three main areas that employers need to address, these include:

  1. Risk Management Solutions
  2. Insurance Solutions to keep you in business
  3. Corporate Super Solutions

I hold a Commerce and Law degree and was admitted as a Solicitor in NSW in March 1996. In the year 2000 I launched my career as a Financial Planner and have built an excellent reputation for providing valuable advice to businesses and their employees. I am also a Justice of the Peace.

I have been privileged to serve on the committee for the Workplace Super Specialist Australia (WSSA), due to having specialised in this area for over 20 years.

I enjoy playing many different sports, in particular competitive tennis. Keeping active and regular socialising are important to me, as well as quality family time.