Sherrin Partners is a Brisbane-based financial planning firm where we focus on creating more than just wealth for our clients. Our qualified advisers are passionate about developing personalized plans to help clients build the life they want. Our experience in strategic financial planning, wealth creation strategies, investment advice, insurance, superannuation, retirement planning and estate planning combined with our passion gives our clients a way to stay in control. Every client is unique and spending time with them to fully understand their goals, priorities and concerns makes financial planning deeply rewarding for me.Sherrin Partners is owned by four Directors: Nathan Yuille, Stuart Carter, Michelle Millsom and myself. We are united by the belief that financial planning should be highly personalised and always aligned with our clients’ unique values, goals and priorities

In this role I had responsibility for obtaining and managing the Securities Dealer's license and for managing the research, compliance and financial planning services offered by the dealer to it's authorised representatives.

In this role I was responsible for Australia-wide marketing of the wholesale funds management services of National Mutual / AXA and for servicing the firm's existing institutional clients. This role included managing the relationship of the firm with consulting actuaries and asset consultants.

In this role I was responsible for the overall management of the sales and client services activities of the business in the institutional asset management market. This role included managing the relationship with consulting actuaries and asset consultants.