Our Advice Network

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.

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

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.

Daniel McIvor

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 Matrix Planning Solutions Limited Australian Financial Services License. -https://lawtoyou.com.au/index.php