Meet the Team
Financial Adviser & Managing Director
Katrina is the driving force behind Leading Advice. Her years of experience, passion for educating clients, and strong leadership skills also combine with a genuine desire to help.
Gerard is passionate about helping his clients proactively plan for a bright future. He’s also dedicated to explaining even the most complex financial concepts in language his clients can understand.
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 number one goal is your financial peace of mind.
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 organized led her previous employer to rate her an 11 out of 10. We’re thinking it might be a 12!