We are interested in you,
your goals and the way you see your future.
Our Firm at a Glance
$1M
2006
200+
12
Our Story
Our founding member, Ken Hanlon, commenced Sherrin Partners in 2006 and named the practice after his great grandmother’s English family. This was a nod to a time long gone when personal service meant everything. The world of business has become more faceless, more automated, more removed from the ‘old-fashioned’ sense of personalised service. That’s how we’ve been able to grow from essentially a one-man band to a respected and thriving company of dedicated advisers, client service officers and support staff.
Sherrin Partners today looks very different to when it started. Several local businesses have merged with us and we have expanded our presence beyond Brisbane to the Sunshine Coast, Hunter Valley (NSW) and South Australia.
This has only been possible because, individually and collectively, we all share a vision to build a financial advice practice that puts the client’s best interests and long-term goals at its heart at all times. That’s why we look to the future with a loyal base of clients from accounting, legal, medical, and other professions, many of whom have been with us for many years. Our intimate understanding of their needs and future goals, combined with the skillsets to advise them on how to get there, mean that they’re happy to share their journeys alongside us as a trusted partner.
Our Growth
Ken Hanlon starts Sherrin Partners in James Street, Brisbane, with six employees.
Dunnottar Financial Solutions is acquired by Sherrin Partners, bringing current Managing Director Nathan Yuille into the business.
Sherrin Partners moved to a larger office on Mary Street, Brisbane.
Medico Legal Insurance Group (MLIG) is acquired by Sherrin Partners, bringing Stuart Carter into the business.
Watermark Financial Services is acquired by Sherrin Partners, bringing Michelle Millsom into the business. This marked the opening of our second office based in Maroochydore (Sunshine Coast, QLD).
Seed Wealth Solutions is acquired by Sherrin Partners, bringing Duncan Yuille into the business. This marked the opening of our third office based in Scone (Hunter Valley, NSW)
Tailored Wealth is acquired by Sherrin Partners, marking the opening of our fourth office based in Maitland (Hunter Valley, NSW).
Clear Financial Planning is acquired by Sherrin Partners, continuing our development in providing specialist advice to those in the dental and medical industries.
Our Maroochydore office moved to a larger space. The new A1 building on First Avenue in the Maroochydore CBD.
Our head office moved to a larger space, located on Edward Street, Brisbane.
Ken Hanlon starts Sherrin Partners in James Street, Brisbane, with six employees.
Dunnottar Financial Solutions is acquired by Sherrin Partners, bringing current Managing Director Nathan Yuille into the business.
Sherrin Partners moved to a larger office on Mary Street, Brisbane.
Medico Legal Insurance Group (MLIG) is acquired by Sherrin Partners, bringing Stuart Carter into the business.
Watermark Financial Services is acquired by Sherrin Partners, bringing Michelle Millsom into the business. This marked the opening of our second office based in Maroochydore (Sunshine Coast, QLD).
Seed Wealth Solutions is acquired by Sherrin Partners, bringing Duncan Yuille into the business. This marked the opening of our third office based in Scone (Hunter Valley, NSW).
Tailored Wealth is acquired by Sherrin Partners, marking the opening of our fourth office based in Maitland (Hunter Valley, NSW).
Clear Financial Planning is acquired by Sherrin Partners, continuing our development in providing specialist advice to those in the dental and medical industries.
Our Maroochydore office moved to a larger space. The new A1 building on First Avenue in the Maroochydore CBD.
Our head office moved to a larger space, located on Edward Street, Brisbane.
Our Values
Ourcore values are based around our mission statement.
“Alwaysdoing the right thing, in the best interest of our clients”
Integrity
Ensuring we are always open and honest, about all things. Doing what’s right rather than what’s convenient.
Professionalism
Maintaining confidentiality and following all codes of conduct.
Enduring relationships
Making all possible efforts to ensure we treat every relationship with high quality service and commitment.
Community involvement
Having a long and continuous history of community work. Ensuring the company is always operating with the community in mind.
Our Community
Community involvement is one of our core values at Sherrin Partners. We have a long and continuous history of community work. This value ensures we always operate with the community in mind and acts as part of our blueprint for day-to-day activities. This helps us to maintain the wholesome philosophy we started with back in 2006.
Blackdog Mental Health Institute
Black Dog Institute’s aim is to create a mentally healthier world for everyone, and this is made possible through the support of valued partners and supporters. As a business, we make a considered effort to prioritise the well-being of our staff, clients, and the community. Our efforts are reflected by regularly donating to Black Dog institute, organising a compulsory staff donation program, utilising client functions as an opportunity to raise awareness and funding support, and educating our employees on the topic. Suicide is the leading cause of death among people in Australia aged 15-44. Our support assists Black Dog in achieving their goal to investigate mental health across the lifespan and creating a mentally healthier world.
Life Blood - Australian Red Cross
Life Blood supplies essential blood donations to those in need in our community. Giving blood saves at least three lives and is a way for us to do something special by giving to those in need. We have many team members who donate blood and plasma regularly, becoming part of something bigger by giving as a team.
