Katrina Haskew profile photo

Katrina Haskew

Leading Advice

Gold
19 Yrs Experience
Gladesville, NSW 2111

I am a Financial Adviser and the Managing Director of Leading Advice (www.leadingadvice.com.au), a family-run financial advisory firm that helps its clients and their families build and protect their wealth, now and into the future.

I have over 18 years’ experience helping clients create lifestyle options through wealth creation, and by protecting against life’s financial risks. Some of the strategies used to achieve this include wealth protection, risk insurance, superannuation management, tax minimisation, and retirement planning, among others.

My years of experience combine with a passion for educating my clients on how to achieve their financial goals, and a genuine desire to help. As Managing Director of Leading Advice, I have sought to maintain the organisation’s strong culture of superior customer service and going the extra mile to understand each client’s unique situation and needs.

I hold a Graduate Diploma of Financial Planning and am licensed through Millennium3 Financial Services AFSL No. 244252, and have been advising clients since 2004.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Leading Advice

Suite 32, 1 Jordan Street
Gladesville, NSW 2111

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252