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Last Update

2012-10-26T00:00:00.000Z

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Wrong Brad Sherwin?

Mr. Brad Sherwin

Board Member

Terrace Funds Pty Ltd.

Terrace Funds Pty Ltd.

Background Information

Employment History

Chief Executive Officer
SFP

Chief Executive Officer
Sherwin Financial Planners Pty Ltd

Principal
Sherwin Financial Planners Pty Ltd

Director and Chairman
Wickham Securities Ltd

Chairman
Wickham Securities Ltd

Affiliations

Member
Financial Planning Association

Board Member
Sherwin Financial Planners Pty Ltd

Founder
Wickham Securities Ltd

Education

Bachelor of Economics and Bachelor of Commerce

The University of Queensland

Web References (11 Total References)


Wickham Securities - Company Expertise

www.wickhamsecurities.com.au, 26 Oct 2012 [cached]

BRAD SHERWIN

...
Brad Sherwin, Director and Chairman of Wickham Securities Limited, has extensive experience in the financial planning industry. Using his considerable expertise in the field, Brad drives the business strategy for Wickham Securities. In 1989 he established Sherwin Financial Planners Pty Ltd, which is one of Queensland's leading financial planning companies. His professional experience includes reviewing and assessing, on behalf of financiers, lending proposals for commercial and residential property projects. He holds a Bachelor of Economics and Bachelor of Commerce from The University of Queensland. He is a Director of Sherwin Financial Planners Pty Ltd and Terrace Funds Pty Ltd.


The firm says customers allegedly lost ...

www.tradingroom.com.au, 5 Oct 2015 [cached]

The firm says customers allegedly lost hundreds of thousands of dollars after transactions were performed on those accounts under the instruction of Brisbane-based financial planner Brad Sherwin, his employees or his related entities.

"We understand that almost all clients of Brad Sherwin and his related entities had a Money Market Deposit Account opened in their name or the name of their self-managed superannuation fund," the release said.
"Many of these clients appear to have been unaware that this had taken place."
Mr Sherwin was the principal of the Sherwin Financial Planners which went into administration in 2013.
He has been charged with 33 fraud offences and faced a Brisbane court earlier this year accused of illegally using almost $10 million in clients'[ bank accounts between July 2009 and Christmas Eve 2012.


Bradley Sherwin was the ...

www.tradingroom.com.au, 25 June 2015 [cached]

Bradley Sherwin was the principal of Sherwin Financial Planners, which collapsed in 2013 owing more than $30 million to clients.

He faced Brisbane Magistrates Court on Thursday charged with 33 counts of dishonestly causing $10 million in client losses between 2009 and 2012.
He did not enter a plea and was granted conditional bail, and will appear in court again on July 23.
Sherwin has already been banned from providing financial services for more than two years.
He was also chairman of Wickham Securities, which collapsed in 2013 owing more than $27 million to creditors, and faces one charge of dishonestly breaching his duties in that role.


The Australian newspaper reports that the ...

www.bankingday.com, 23 Jan 2013 [cached]

The Australian newspaper reports that the Australian Securities and Investments Commission has taken action against a company managed by Bradley Sherwin, 58, the founder of Brisbane-based Wickham Securities. Sherwin also runs Sherwin Financial...


BRAD ...

wickhamsecurities.com.au, 26 May 2007 [cached]

BRAD SHERWIN

...
Brad Sherwin, Director and Chairman of Wickham Securities Limited, has extensive experience in the financial planning industry.Using his considerable expertise in the field, Brad drives the business strategy for Wickham Securities.In 1989 he established Sherwin Financial Planners Pty Ltd, which is one of Queensland's leading financial planning companies.His professional experience includes reviewing and assessing, on behalf of financiers, lending proposals for commercial and residential property projects.Brad is a Certified Financial Planner a member of the Financial Planning Association of Australia, and has been a Registered Tax Agent since 1984.He holds a Bachelor of Economics and Bachelor of Commerce from The University of Queensland.He is a Director of Sherwin Financial Planners Pty Ltd and Terrace Funds Pty Ltd.
...
Together with Brad Sherwin, Nigel is responsible for implementing the business strategy and managing the daily operations of Wickham Securities Limited.

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