Engine Room Podcast #30 - Andrew and Jacqui Sherlock
Ensombl Advice Australia
English - March 25, 2024 12:00 - 59 minutes - 83.1 MBInvesting Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.
Andrew Sherlock LinkedIn: https://www.linkedin.com/in/andrew-sherlock-adviser/
Jacqui Sherlock LinkedIn: https://www.linkedin.com/in/jacqui-sherlock/
Sherlock Wealth Website: https://sherlockwealth.com/
Slipstream Group: https://slipstreamgroup.com.au/
Jenny Pearse: https://www.linkedin.com/in/jennypearse/
Peloton Partners: https://www.pelotonpartners.com.au/
Lavista: https://www.lavista.com.au/
Vivere Group: https://viveregroup.com.au/
Mastering the Rockerfeller Habits: https://scalingup.com/book-mrh/
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