Our team
Our team of wealth advisers has a combined expertise of 63 years in the industry.
Leonie Henry
Phil Little
Sarah Donald
Jo Conolly
Leonie is the founder of Henry Financial Group and Chairman of the company. Leonie commenced as a financial adviser in 1985 and in that time has become one of Australia’s best known and most well respected advisers. Well known for “giving back” to the profession, some of Leonie’s major contributions include;
Committees
Chair. 2000, 2005 Financial Planning Association (FPA) National Principal members Conferences
Chair. 2002, 2003, 2004 FPA Qld State Conferences
Chair. 2006 FPA National Conference
Chair. Financial Planning Association. Audit and Risk Management
Committee. 2006
Board memberships
Member FPA National Board. 2002-2006
Authorised Representative Number 279103.
Phil is the Managing Director of Henry Financial Group, joining the company in June 2007. Phil has been involved in the financial services industry since 1989 and most recently held the role of Qld Manager for Genesys Wealth Advisers.
Sarah joined the financial services industry in 1997 and since then has held various planning and paraplanning roles with Tower, ABN Amro Morgans and NAB. Most recently Sarah was Qld Professional Development Consultant with Genesys Wealth Advisers. Sarah is ASX Accredited.
Authorised Representative Number 239519
Jo has been involved in the financial services industry since 1994. Jo has a strong background in risk insurance and is ASX Accredited.
Authorised Representative Number 300795
