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About Us

Financial Advisers That Care

Leading Advice Team Photo

At Leading Advice we believe financial security is about more than just the numbers of zeros in your bank account, or which hot stocks you should be investing in.

In order to provide leading advice, we look at the complete picture, including your physical and mental well-being.

This allows us to build a strategy that will work for YOU and your situation.

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Since 1982

Leading The Way

We've been around since 1982, providing the best advice for our clients.

We're also a family, and together we've gone through all of the life stages that our clients go through. This gives us a great understanding of what you need and when you need it.

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Leading Advice Best Financial Adviser in Sydney

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Our team

At Leading Advice we believe in the power of team work. We bring together a variety of experienced and passionate financial professionals to give our clients the best support possible.

Leading Advice Katrina Haskew

Katrina Haskew

Financial Adviser & Managing Director
Katrina is the driving force behind Leading Advice with years of experience, passion for educating clients, strong leadership skills, all combined with a genuine desire to help achieve the best results.
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Leading Advice Gerard Haskew

Gerard Haskew

Wealth Adviser
Gerard is passionate about helping his clients proactively plan for a bright future. He explains even the most complex financial concepts in language his clients can understand.
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Leading Advice Geoff Henry

Geoff Henry

Financial Adviser
Geoff founded Henry Financial Services (now Leading Advice) in 1982. With 50 years in insurance and finance under his belt, Geoff is a fountain of knowledge and experience. His goal is your financial peace of mind.
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Leading Advice Louise Gray

Louise Gray

Client Services Officer
Louise has been improving the lives of financial planners and their clients for over ten years as a Client Services Officer. Her extraordinary attention to detail, delightful phone manner, and ability to stay super organised helps drive the entire team.
Leading Advice Lee Li

Lee Li

Paraplanning
Lee joined the Leading Advice team in October 2017 as a Research and Junior Paraplanner. He brings with him 5 years of experience in financial services, and a Diploma of Financial Planning, and is currently also working towards his Advanced Diploma of Financial Planning to keep feeding his insatiable passion for finance and investment.
Leading Advice Samantha Stockwell

Samantha Stockwell

Paraplanning
Samantha is the newest member of our team, joining in early 2018 as a Client Services Officer. Her extensive technical experience is backed up by a Diploma of Financial Planning and a Bachelor of Business (Finance & Business Law). When she’s not delighting our clients and our advisers, she’s adding to her growing list of qualifications by studying to be a CPA.