Our Advice Network

TSG financial Solutions has a team of experienced professionals 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.

TSG Financial Solutions

 

Gerard Sherlock

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.

 

Click here to view Gerard's Financial Services Guide

 

 

 

Stan Gow

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.

 

Alea Vera

Practice Manager

 

Alea is a valued member of the TSG Team and her warm and engaging presence is much appreciated by our clients. Alea is dedicated to ensuring our clients receive outstanding service in all aspects concerning the administration of their personal risk protection and investments. 


Alea is not authorised to provide advice under the Matrix Planning Solutions Limited Australian Financial Services License.

 
   

Nick Sherlock 

Office Administrator 

 

Nick is a valuable team member of TSG working closely with our team to ensure our office is run smoothly. Often working behind the scenes, you will find Nick communicating with our wonderful clients online and over the phone. 

 

Nick is not authorised to provide advice under the Matrix Planning Solutions Limited Australian Financial Services License.

Hall Browns Accountants

               

       

Allison McKelvie 

Director

 

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 Matrix Planning Solutions Limited Australian Financial Services License. - www.hallbrowns.com

Jim Murphy & Associates

Jim Murphy

Practice Accountant

 

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 Matrix Planning Solutions Limited Australian Financial Services License.

Eternal Law 

Tony Smith - Eternal Law

At Eternal Law, we assist individuals and families to make thoughtful, informed decisions about their legacy. We design comprehensive strategies that protect your loved ones, reduce risk, and honour your wishes.

Whether you’re starting your Estate Planning journey and considering Estate Planning strategies, or updating an outdated Will, we guide you with care, compassion, and clarity, helping you make decisions today that will truly matter tomorrow.

Servicing clients throughout Queensland, we are happy to come to you and provide a personalised, pre-arranged fee structure for Wills and Estate planning services.

www.eternallaw.com.au

Tony Smith is not authorised to provide advice under the Matrix Planning Solutions Limited Australian Financial Services License.

 

 

 

 

 

 

 

 

This site contains links to third party sites. These linked websites are not under our control or the control of Matrix Planning Solutions Limited and neither we nor Matrix is not responsible for the content of any linked website or any hyperlink contained in a linked website. Matrix 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 Matrix. 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 Matrix Planning Solutions Limited, ABN: 45 087 470 200, AFSL: 238256. All other services provided by Hall Browns Accountants, Jim Murphy & Associates, are not the responsibility of, nor endorsed by Matrix Planning Solutions Limited and this includes related services provided by referral partners or associated professionals.