SL
Sarah Lochran
Managing Director at Henry Financial Group Pty
View Sarah's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Apr 2007 - Present · 17 years and 8 months
Managing Director
Aug 2015 - Present · 9 years and 4 months
Senior Financial Planner, Equity Partner
Apr 2007 - Aug 2015 · 8 years and 4 months
genesys wealth advisers
Xplan Trainer
Feb 2006 - Apr 2007 · 1 years and 2 months
Company Details
As one of Queensland’s longest established and most awarded financial planning firms, we are proud of our history. Founded by Leonie Henry in 1987, the firm has provided financial planning, investment and portfolio management services to clients who want transparency in the way their investments are managed. By using direct investments where possible and minimising the use of expensive and complex financial products, HFG aims to provide our clients with calm, professional, friendly and predictable advice that has stood the test of time. For many people the decision to come and see HFG will be prompted by a major life event such as redundancy, retirement, inheritance, the sale of a business, impending parenthood, or a promotion. For most people however, the decision to come and see HFG is prompted by the simple desire to get organised! Henry Financial Group Pty Ltd (ABN 31 099 533 169), is an authorised representative and credit representative of Charter Financial Planning Limited, Australian Financial Services Licensee and Australian Credit Licensee.
Year Founded
1987
Social Media
Linkedin
Industry
Financial Services
HQ Location
31 Merivale St Suite 2A, Level 2 South Brisbane, Queensland 4101, AU
Keywords
Financial PlanningSelf Managed Super FundDirect EquitiesInsuranceand Aged Care
Discover More About Cleveland Clinic

Find verified contacts of Sarah Lochran in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.