Gerard Anthony Sherlock
MATRIX PLANNING SOLUTIONS LIMITED · Chapel Hill QLD 4069 · Advising since 1989
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000258320
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Since 29 July 2022
- Principal business address
- Chapel Hill QLD 4069
- First year providing advice
- 1989
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); The Banking and Finance Oath
- Further restrictions
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2022 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDMar 2012 – Jul 2022A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDJan 2004 – Mar 2012AON HEWITT FINANCIAL ADVICE LIMITED · AFSL 239183
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Margin Lending and Geared Investments
Kaplan Professional Education · 2010
Taxation Planning
Integratec · 2003
Certificate IV in Financial Planning
Integratec · 2002
Investment Planning 1
Integratec · 2002
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Gerard Anthony Sherlock claims the profile.
Reviews
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Contacting Gerard Anthony Sherlock
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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