HENRY MCGHEE
Review Manager
Education and Qualifications
Henry has completed 4 subjects in the Diploma of Financial Services. He has one assignment to do and he will then be issued with a Diploma of Financial Services (DipFS).
Experience
Henry’s life in the Financial Services Industry commenced back in 2005 whilst working for a successful Sunshine Coast based financial planning firm. Since this time, his roles have varied from general administration, to client service officer and client service manager in various financial planning practices.Before coming on board as ‘Review Manager’ for Avery Gibson, Henry’s most recent role was working as a Business Development Manager for one of Brisbane’s Boutique Superannuation Funds.
Henry’s main duties as our Review Manager are:
- Client Relationship management
- Liaising with Financial Planners to discuss individual client situations
- Maintaining Investment Portfolios data to ensure accuracy
- Preparing the Investment Portfolio Reviews for clients
- Reviewing Insurance policies to ensure our clients have the best cover available.
One of the major draw cards for Henry deciding to leave the Funds Management arena to return to the Financial Planning was to have the ability to offer a more personal level of service to the individual clients whilst building up a strong and long lasting rapport.
Away from the office Henry loves spending time with his wife and 2 young children. He openly admits to being a massive fan of MasterChef so most weekends you can also find him (attempting) to cook up a storm in the kitchen then enjoying it later on with a couple of good friends and a bottle of fine wine.
