SEAN HENSELIS

Practice Principal / Adviser

Sean is a financial adviser with substantial experience working with clients to create secure financial futures. Sean is CPA qualified with a Graduate Diploma in Financial Planning. He specialises in developing strategic financial plans for clients who are:

• About to retire / in retirement • Selling their business • Wishing to reduce their tax liability • Accumulating wealth • Facing redundancy • Investing a lump sum

Sean uses a three-step risk aversion process to minimise exposure to investment risk. This process helps client attain financial security and investment success and includes:

1. The use of proven ‘tipping points’ to determine when to start investing more into certain assets, and when to start taking profits.

2.  The use of a ‘gap analysis’ process to achieve client lifestyle goals in line with their identified investment risk tolerance.

3.  A rigorous regular review process for client investments.

Sean’s clients value him as a well-credentialed, trusted adviser who has a lifetime commitment to his clients’ financial well-being.

SARAH MCLELLAN

Client Services / Office Manager

Sarah has been involved with Evolve clients for 6 years and worked in the financial planning industry for the past 13 years. With over 20 years client service experience including in areas of law, super, insurance, investing banking and financial planning.

Sarah has a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Planning. Sarah’s background in finance and investment, together with her experience in financial planning provides a solid foundation for her role within Evolve.

Outside of work, she enjoys spending time with her husband, two adult children and her Australian Border Force foster dog, travelling, music and keeping fit.