Geoff Henry

FAFA, JP

Geoff started his financial services career of almost 50 years in the General Insurance industry working with clients and establishing a firm knowledge of the industry.

After becoming one of the most valued and respected general insurance brokers in the industry, Geoff was head hunted to work for Legal & General where he developed his passion for wealth creation, wealth management and wealth protection strategies. 

Throughout his time at Legal & General, Geoff became an ‘agent of the company’, whereby his knowledge of Personal Insurance and Superannuation saw him awarded with many prestigious accolades, none other than the Million Dollar Round Table status.

In 2004, Geoff created Henry Financial Services, a family run wealth protection and management company whose main focus is the client and making sure their needs and objectives are met.

Geoff is professionally licensed through Millennium3 Financial Services (AFSL No. 264132) and has been advising clients for almost 50 years. He is a Justice of the Peace and is a member of the Australian Financial Association (AFA).

Katrina Henry

Dip FS (FP) 

Katrina started her Financial Services career of almost 8 years working in the fast moving and highly organised administration department in the Insurance industry.

Here Katrina developed her passion for wealth protection and has since went on to gain her qualifications (Diploma of Financial Services, specialising in Financial Planning). Subsequently she joined her father Geoff in 2004 as a principle adviser for Henry Financial Services.

She is passionate about educating her clients on the risks involved with wealth creation and strives to instill a strong peace of mind. This is done by assessing their financial goals and putting in place risk protection strategies to help them reach their target.

Katrina is professionally licensed through Millennium3 Financial Services (AFSL No. 244252) and has been advising clients for almost 8 years. She is a member of the Australian Financial Association (AFA) and part of the committee at the Ryde Chamber of Commerce.

Gerard Haskew 

Dip FS (FP)

Gerard started his Financial Services career working in the fast moving and highly organised administration department whilst using his knowledge gained from his study to perform some Para Planning.

Here Gerard developed his passion for wealth protection and has since gone on to gain his qualifications (Diploma of Financial Services, specialising in Financial Planning). Subsequently he has since joined his father in law Geoff Henry as a principle adviser for Henry Financial Services.

He is passionate about educating his clients on the risks involved with wealth creation and strives to instill a strong peace of mind. This is done by assessing their financial goals and putting in place risk protection strategies to help them reach their target.

Gerard is professionally licensed through Millennium3 Financial Services (AFSL No. 244252).