Sherrin Partners
Sherrin Partners is an Australian financial advisory firm providing wealth management, retirement, superannuation, insurance, and tax-effective planning for individuals, families, business owners, and medical and legal professionals through adviser-led offices across three states.
- Company typePrivate
- Founded2006
- HeadquartersBrisbane, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Sherrin Partners does
Sherrin Partners Pty Ltd is a privately held Australian financial advisory firm headquartered in Brisbane with offices in Maroochydore, Scone, Maitland and Adelaide. It provides wealth creation, protection and preservation advice to individuals and families, business owners, medical professionals and legal professionals, covering investment strategy, superannuation, retirement planning, estate planning, tax-effective planning and personal insurance products including income protection, trauma, total and permanent disability and life insurance.
The firm is a human adviser-led services business rather than a software or platform company. Its main operating methodology is the Structured Advice Model, a six-step advisory process used to identify client values, goals, relationships and priorities and then develop tailored investment and protection strategies. The input also reports $1.5 billion in assets under management, 11 financial advisers, 200+ years of combined team experience and thousands of clients served.
Revenue is generated through professional advisory fees and product-related revenue. Disclosed fee mechanics include hourly rates, fixed dollar fees, percentage-of-funds-invested fees and commissions from product issuers such as insurance companies and managed funds; distribution is direct, through office-based consultations, discovery calls and ongoing advisory relationships under the SPS Licence Pty Ltd AFSL framework.
Sherrin Partners firmographics
Firmographics- Name
- Sherrin Partners
- Legal name
- Sherrin Partners Pty Ltd
- Website
- https://sherrinpartners.com.au
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sherrin Partners is an Australian financial advisory firm providing wealth management, retirement, superannuation, insurance, and tax-effective planning for individuals, families, business owners, and medical and legal professionals through adviser-led offices across three states.
- Ownership category
- akta.pro rank
Sherrin Partners industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Sherrin Partners is headquartered
LocationHeadquarters
- HQ city
- Brisbane
- HQ country
- Australia
- HQ region
- Oceania
Offices5 records
Markets served
Sherrin Partners business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Others
Revenue model
- Fee for Service: Fees determined by hourly rate, fixed dollar amount, or percentage of funds invested. Can be invoiced directly or deducted from investment product balances.
- Commissions: Commission payments from product issuers (insurance companies, managed funds) depending on product type and investment amount or premium paid.
- Advice Fees and Product Revenue: Sherrin Partners collects all advice fees and product revenue from authorized services including deposit products, debentures, investment bonds, life insurance, managed investment funds, retirement savings accounts, and superannuation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fee for service model |
| Transaction based/ take rate | Annual | Commission-based model |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Sherrin Partners product offering
Product offeringCore offering
Sherrin Partners provides financial advisory and wealth management services, building financial plans around investment, superannuation, insurance, retirement and tax-effective strategies. The firm serves individuals, families, business owners and professional segments through qualified advisers and ongoing advice relationships.
Product overview
Sherrin Partners is a financial advisory firm offering a unified wealth management platform providing personalised financial planning services. The core offering includes financial advisory for Individuals and Families, Business Owners, Medical Professionals, and Legal Professionals, supported by investment management, superannuation strategies, and insurance products (Income Protection, Trauma Protection, Total and Permanent Disability, and Life Insurance). The firm employs a proprietary Structured Advice Model (SAM) methodology and publishes Quarterly Market Updates as research content. Services are delivered across multiple Australian offices through a team of financial advisers, with regulatory oversight under ASIC AFSL 497949.
Differentiator
Problem solved
Functional benefit
Products and services
- Individuals and Families Financial Planning Personalised financial advice helping individuals and families achieve long-term financial security through wealth creation, tax-effective planning and risk protection.
- Business Owners Financial Services Financial planning services for business owners focusing on simplifying financial administration, tax-effective strategies, risk management and succession planning.
- Medical Professionals Financial Services Specialised financial planning for healthcare practitioners and practice owners addressing complex tax and financial requirements of the medical industry.
- Legal Professionals Financial Services Financial advisory services for legal professionals specialising in income protection, trauma, total and permanent disability, and life insurance protection.
- Income Protection Insurance Insurance protecting income in the event of short, medium or long-term sickness or injury, paying up to 75% of income and typically tax deductible.
- Trauma Protection Insurance Insurance protecting against specified injuries and conditions by paying a lump sum upon diagnosis, covering needle stick injury, blood borne diseases, cancer, heart attack and stroke.
- Total and Permanent Disability Insurance Insurance providing a lump sum when the insured person is unable to perform their normal occupation ever again due to long-term disability.
- Life Insurance Protection Insurance providing a lump sum payment to family members in the event of the policyholder's death.
Quantifiable outcome
- $1.5B Assets Under Management
- +2 more outcomes
Companies that use Sherrin Partners
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Sherrin Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Sherrin Partners partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- SPS Licence Pty LtdcoreSPS Licence Pty Ltd (ABN 38 617 870 836, AFSL 497949) is the Australian Financial Services Licensee that authorizes Sherrin Partners to provide financial advice and deal in financial products. Sherrin Partners acts as authorized representatives under this license.
- Fulcra Financial Pty LtdminorSPS Licence Pty Ltd may introduce clients to Fulcra Financial Pty Ltd for mortgage and other credit-related advice. A related party of Sherrin Partners Services Pty Ltd may receive a referral fee if clients proceed with such advice.
- Principia Investment ConsultantscoreDr Steve Garth, Principal of Principia Investment Consultants, serves as an independent member of the Sherrin Partners Investment Committee, providing unbiased external perspective on Approved Product List decisions and model portfolio structure.
- TELUSminorEmployee Assistance Programme provider via TELUS offering counselling, legal support, bereavement support, and leadership coaching for Sherrin Partners staff.
Scale indicators6 records
Recent moves9 records
Expansion highlights5 records
Sherrin Partners competitors and assessment
Company assessmentDirect peers
- Shadforth Financial Group: Shadforth is an Australian financial advisory firm offering wealth creation, protection, and retirement planning advice to individuals and professionals. Directly comparable to Sherrin Partners in target segments, fee-based service model, and Australian footprint.
- Morgans Financial Limited: Morgans is an Australian full-service wealth management and stockbroking firm providing financial advice, superannuation, and portfolio management to retail and professional clients. Similar multi-adviser, multi-office wealth advisory model targeting HNW individuals.
- Count Limited: Count is a leading Australian financial advice and accounting services network that supports a national footprint of advice practices. Comparable as a multi-adviser, fee-based advice business with similar vertical focus on professionals and business owners.
- Ord Minnett: Ord Minnett is an Australian private wealth management and stockbroking firm providing financial advice and investment services to HNW individuals. Comparable scale, fee-based advisory model, and Australian geographic footprint.
- Stanford Brown Group: Stanford Brown is an Australian boutique wealth advisory firm providing financial planning, superannuation, and investment advice to HNW individuals and professionals. Closely comparable in size, fee-for-service model, and target client segments to Sherrin Partners.
- Capstone Financial Planning: Capstone is an Australian financial planning network supporting independent advisers in serving individuals, families, and small business clients. Comparable fee-based wealth advisory focus and Australian professional market.
- Hewison Private Wealth: Hewison is an Australian boutique wealth management firm providing financial advice and investment management to HNW individuals and families. Closely comparable in size, business model, and client focus to Sherrin Partners.
Broad incumbents
- IOOF/Insignia Financial: Insignia Financial (formerly IOOF) is one of Australia's largest wealth management groups offering financial advice, superannuation, and investment platforms. Operates at significantly greater scale than Sherrin but competes in the same wealth advisory space.
- AMP Limited: AMP is a major Australian wealth management and financial advice company providing superannuation, investment, and advice services. Comparable service offerings but operates at much greater scale and with a broader platform.
Emerging players
- Medics Wealth: Medics Wealth is a niche Australian financial advisory firm specialising in serving medical professionals. Directly comparable to Sherrin's Medical Professionals vertical with similar specialist positioning and service offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Sherrin Partners social profiles
Digital presenceSherrin Partners compliance and trust
Trust signalCompliance2 records
Sherrin Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sherrin Partners leadership team
Management profileNumber of profiles
Profiles7 records
Sherrin Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sherrin Partners M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sherrin Partners
What does Sherrin Partners do?
Sherrin Partners provides financial advisory and wealth management services, building financial plans around investment, superannuation, insurance, retirement and tax-effective strategies. The firm serves individuals, families, business owners and professional segments through qualified advisers and ongoing advice relationships.
Is Sherrin Partners a public or private company?
Sherrin Partners is a private company. It is classified as management employee owned and is currently operating.
When was Sherrin Partners founded?
Sherrin Partners was founded in 2006. It employs 11 to 50 people.
Where is Sherrin Partners based?
Sherrin Partners is headquartered in Brisbane, Australia, in the Oceania region.
How does Sherrin Partners make money?
Three revenue lines are on record. Fee for Service is the primary driver. The others are commissions and advice Fees and Product Revenue.
Who are Sherrin Partners's main competitors?
Direct peers on record are Shadforth Financial Group, Morgans Financial Limited, Count Limited, Ord Minnett, Stanford Brown Group, Capstone Financial Planning and Hewison Private Wealth. Broad incumbents are IOOF/Insignia Financial and AMP Limited. Medics Wealth is listed as an emerging player.
Does Sherrin Partners have an API?
No public API is recorded for Sherrin Partners.
What industry is Sherrin Partners in?
Sherrin Partners's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.