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TSG financial Solutions has a team of experienced, professional financial advisers dedicated to providing expert financial advice that will enable our clients to achieve financial security, and a comfortable, secure retirement.
While most financial planning practices assist in providing ideas for the creation of wealth, they may not have expertise to provide advice on the risks associated with you achieving your goals.
CEO and Principal Adviser
Authorised Representative (ARN 258320)
Gerard graduated from the University of Queensland in 1989 majoring in Economics and is qualified to assist in all spectrums of business. Gerard is a respected leader in the life insurance and financial services industry. His dedication to fulfilling client’s expectations has seen Gerard recognised through various industry awards throughout his career.
Stan was involved in the Financial Services industry for many years. He had extensive experience in working with clients ranging from the young to senior persons, business and professional persons, covering Financial and Retirement Funding planning, personal and business risk insurances, Estate and Business Succession planning. In late 2014, Stan merged his business with TSG Financial Solutions and entrusted the care of his longstanding and loyal clients to the principal, Gerard Sherlock.
Authorised Representative (ARN 001266791)
Angie is dedicated to ensuring clients expectations with TSG Financial, are not only met but exceeded. Angie has a key supervisory role in the day to day business operations of the company and reports directly to the principal, Gerard Sherlock.
Hall Browns Accountants prides itself on its proactive approach to client service and has been providing this service since 1980. They play an active role to help their clients achieve success. Hall Browns believe that doing tax and compliance work for clients is only the starting point, and offer a broad range of services to suit their clients’ needs.
Hall Browns encompasses a friendly team who strive to build long term relationships with clients and understand their business. Hall Browns is not authorised to provide advice under the ClearView Financial Advice Pty Limited Australian Financial Services License. - www.hallbrowns.com
Jim began his career at the Australian Taxation Office before starting his own practice over 30 years ago. Jim specialises in providing taxation and accounting advice to small businesses and individuals and has a long standing relationship as the TSG Accountant.
Jim is not authorised to provide advice under the ClearView Financial Advice Pty Limited Australian Financial Services License.
Lisa has over 19 years experience in the general insurance industry. Lisa was broking with an international firm for 11 years prior to founding Clear Insurance in 2010. Clear Insurance is a boutique general insurance and risk advisory firm. Lisa’s specialty is bespoke insurance and risk programs for large SME and small corporate entities. Clear Insurance delivers outstanding personalised service and we highly value our client relationships.
Mobile Lending Expert
Pete commenced his banking career with NAB in 1990 and has specialised in residential mortgages since 1999, providing help, guidance & advice to clients of financial advisers for years. Pete works closely with his financial advisers to ensure a thorough understanding of their clients' needs and future goals and tailors a strategy to plan for the future. Pete holds a diploma in Financial Planning and is a Commissioner of Declarations.
Pete is not authorised to provide advice under the ClearView Financial Advice Pty Limited Australian Financial Services License.
Law to You (Mobile Legal Service)
Law to You offers you the full range of legal services provided by a traditional general practice throughout Brisbane, Ipswich and South East Queensland with the point of difference that you see us at your home, office or workplace during or outside usual working hours including weekends.
We fit out services around your needs and schedule rather than require you to travel to us.
The principal of Law to You, Daniel McIvor has more than 30 years experience as a general practitioner including 19 years as a partner in a CBD law firm. We want to help you with your legal matter, big or small and have it resolved as soon as possible.
Daniel McIvor is not authorised to provide advice under the ClearView Financial Advice Pty Limited Australian Financial Services License. -https://lawtoyou.com.au/index.php
This site contains links to third party sites. These linked websites are not under our control or the control of ClearView Financial Advice Pty Ltd (ClearView) and neither we nor ClearView is not responsible for the content of any linked website or any hyperlink contained in a linked website. ClearView provides these hyperlinks to you as convenience only and the inclusion of any link does not imply any endorsement of the linked website by us or ClearView. A link made to any such website is entirely at your own risk.
The information on this website is provided for Australian residents only, and where indicated, may be limited to specific states and territories of Australia. The law applicable to Queensland will apply to this website unless other states or territories are expressly provided.
The Sherlock Group (QLD) Pty Ltd trading as TSG Financial Solutions ABN 79 105 679 696 is a Corporate Authorised Representative (No. 274610) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367. All other services provided by Hall Browns Accountants, Jim Murphy & Associates, Clear Insurance, NAB Mobile Lending, GC Law & Mahon Legal (and their related entities) are not the responsibility of, nor endorsed by ClearView and this includes related services provided by referral partners or associated professionals.