Our Team
Financial Advisers That Care
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
Senior Financial Adviser
Katrina began her Financial Services career in 2003, joining the family business and developing a strong understanding of the industry. She is passionate about educating clients on the risks associated with wealth creation and helping them protect what matters most. Katrina works closely with clients to develop tailored wealth protection strategies that provide confidence, peace of mind, and support their financial goals.
Gerard Haskew
Senior 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. Gerard provides advice across wealth creation strategies, which include tax minimisation, wealth protection, superannuation, retirement, and estate planning, helping clients build confidence and clarity around their financial future.
Tim Chalke
Senior Financial Adviser
Tim has a Bachelor of Business in Accounting from Deakin University and A Graduate Diploma in Financial Planning. Tim provides comprehensive advice to clients in retirement planning, investments and superannuation, and risk protection to create a customised plan aimed at achieving clients lifestyle goals. Tim has specialised experience advising Australian military members who are receiving DVA financial benefits.
Senior Financial Adviser
Bruce has been helping clients build and protect their wealth since 1987. With over 37 years of experience as a Financial Adviser, he is dedicated to creating tailored strategies that support long-term financial security and help individuals and families achieve their personal goals.
Senior Financial Adviser
Ron is a highly experienced financial adviser with over 40 years in the industry, including senior roles in banking, AFSL leadership, and running his own successful practice. He specialises in tailored investment and risk strategies, with a strong focus on educating clients to make confident financial decisions.
Financial Adviser
Sri is a Financial Adviser, providing tailored strategies in wealth creation, protection, and retirement planning. He is passionate about simplifying complex financial concepts and helping clients gain clarity and confidence in their financial lives through personalised advice.
Practice Manager
Nibha began her journey with Leading Advice as a Client Service Officer and, through her dedication and expertise, has progressed into the role of Practice Manager. She plays a key role in supporting the team and helping ensure the smooth running of the practice.
Client Service Officer
Pranika brings over five years of experience in financial services, with the past three years dedicated to financial planning. Currently completing her Graduate Diploma of Financial Planning, she is on the pathway to becoming a licensed adviser.
Client Service Officer
Alex joined Leading Advice in 2024, beginning his journey in the world of Financial Services. He is passionate about developing his skills and deepening his understanding of Wealth Protection, with the goal of helping clients secure their financial future.
Client Service Officer
Michael is a financial planning professional with experience across client service, paraplanning, and adviser support roles. He focuses on delivering efficient client outcomes while supporting advisers in strategy and implementation, helping ensure a seamless advice process.
Administration Assistant
Mary is an Administration Assistant with years of experience in the finance industry. With a strong background in administrative support, client service, and operational coordination, she focuses on delivering efficient outcomes while supporting advisers and clients throughout the financial planning process.
Marketing/PR Assistant
Gracie-Mae is a Business Management graduate from the University of Leeds with a background in digital marketing, supporting businesses with content creation, social media management, and brand development, helping them connect more effectively with their audiences.
Sandra Lee
9 months ago
Gerard Haskew and the team at Leading Advice are fantastic. We have known them for over 8 years and always found them to be very authentic, interested in us as people, our lives, lifestyle and future requirements. We always feel safe knowing that Gerard is working in our best interest. Whether its superannuation contributions/investment, buying an investment property, helping our children with their wedding expenses, giving our kids an early inheritance or navigating through jobs and personal circumstances, Gerard is there to guide us in the right direction and help with decisions that we believe has set us up well for the future. We highly recommend Gerard Haskew and Leading Advice. Sandra & Gerard Lee, Sydney NSW
Quinn Parsons
10 months ago
Gerard provided excellent financial advise and guidance for my mother who recently became a widow. He listened to her requirements and gave her the confidence to make the necessary changes to her finances. We were very happy with the level of communication and educating us on the journey.
Aiden Fornari
10 months ago
Absolute top service from the team at leading advice. Sorted out a super annuation that was more beneficial for me, and looked at wealth creation options. Huge shout out to Samuel & Gerard
reece altman
11 months ago
Good service, good people. I’ve been with them a long time and would definitely recommend them. Katrina Haskew absolute legend. Caring and honest.
Russell Farrington
12 months ago
Katrina at Leading Advice has provided me with sound and timely financial and risk advice that has been invaluable to my planning. Katrina is highly professional, kind and very easy to work with. I highly recommend her.
David Clisdell
1 year ago
I appreciate the depth of knowledge Gerard has when dealing with our investments and his willingness to handle all the dealings with centrelink on our behalf. It gives us confidence that we are in good hands and are getting the most out of our retirement funds.
Amanbir Cheema
1 year ago
Gerard has always been very accessible and helpful, a person you can trust : )
Nick Gulic
1 year ago
I've known Katrina for something like 8 years now, and she's always given the most practical and straight up advice. She's gone against options that would have lined her pocket, and focused on making sure that I had the best option for my situation. When it comes to financial advice, Katrina is as trustworthy as it gets for me.
Jan Cooper
1 year ago
When we retired a few years ago my husband and I asked Gerard Haskew and Leading Advice to manage our superannuation. We are extremely happy with their service. The staff are very pleasant and efficient, their answers to enquiries are always prompt and reliable and we are kept updated to any general changes in superannuation. Gerard meets with us regularly to discuss our plans, makes suggestions and gives wise advice. We wholeheartedly recommend Gerard Haskew and Leading Advice .
Ranbir Bedi
1 year ago
We had been using the services of Leading Advice for more than a decade or so. We had a great experience dealing with Mr. Gerard Haskew. He always guided us at every step of our life & kept our finances in the best shape. I retired two years back & he had planned my retirement funds/pension & executed perfectly
Would like to give my sincere thanks to Leading Advice & Mr Gerard in particular. Will keep using his services as long as we could for the peace of mind.
Would like to give my sincere thanks to Leading Advice & Mr Gerard in particular. Will keep using his services as long as we could for the peace of mind.