About Us
Financial Advisers That Care
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.
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.
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.
Katrina Haskew
Financial Adviser
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.
Gerard Haskew
Financial 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.
Tim Chalke
Financial Adviser
Tim has a Bachelor of Business in Accounting from Deakin University and A Graduate Diploma in Financial Planning.
Tim specialises in personal risk insurance advising on Life insurance, Total Permanent Disability insurance, Income Protection, Trauma insurance and business insurance.
genene wilson
Financial Planner
Genene's goal is to change people's lives for the better. To assist her clients in
getting clear on what they want and making wise financial decisions, so they
become financially free and live their best life.
getting clear on what they want and making wise financial decisions, so they
become financially free and live their best life.