Ironbark Wealth Advisers has grown from a small regional practice in the 1960s into a trusted financial advice firm serving clients across Dubbo, Orange and beyond. Built on family values, deep technical expertise and a commitment to ethical, personalised advice, we’re here to help you build, protect and enjoy your wealth with clarity and confidence.
For over 35 years, Ironbark Wealth Advisers, with its roots dating back to the 1960s, has supported families, business owners, mining workers and other professionals through complex financial decisions. Yet, what sets us apart is not just our experience but the relationships we build.
Our advisers take the time to truly understand your ambitions, concerns and life story, offering guidance that’s grounded, transparent and always in your best interests. Whether you’re building wealth, navigating retirement or planning your estate, you’ll work with a dedicated adviser who knows you by name and remains by your side through every financial chapter.
From humble beginnings to a trusted, family led advisory firm, here’s an overview of the key events that have shaped our history.
The firm’s story began in the 1960s, serving country NSW through a regional financial and stockbroking practice. It was here that the foundations of strong client relationships and trusted advice were laid.
Bruce Henderson joined the firm in 1985, starting a family legacy that would shape the business for decades. From this point, the Henderson family became central to the practice’s culture and growth.
For over twenty years, the practice operated as a branch of national dealer groups, steadily expanding its reach across regional NSW and building a broader client base while maintaining a personal touch.
Phil Henderson began his accounting career in December 1995, joining the accounting practice linked to the family. The joint location of offices allowed financial advice and accounting services to work seamlessly together for clients.
Around 2000, Phil fully transitioned into financial advice, bringing deep accounting knowledge and taxation insight to enhance client service and strategy.
The firm joined Madison Financial Group Pty Ltd (AFSL 246679) and officially became Ironbark Wealth Advisers Pty Ltd. This marked the beginning of the brand as it is recognised today.
Sarah Lindsay came on board in 2017, adding her expertise in superannuation, insurance and financial strategy to strengthen the advisory team and client support.
Ironbark Wealth Advisers continues to be a modern, established, family led firm offering comprehensive financial advice across superannuation, insurance, investment planning, retirement planning, estate planning, aged care and tax planning.
Our advisers combine decades of technical expertise with a genuine commitment to building robust, trusted connections. With deep experience across market cycles, including the 1987 crash to the GFC and COVID, our team provides calm, clear and dependable guidance when you need it most.
Director
Phillip blends his Chartered Accountant expertise with financial planning experience from Ironbark Wealth Advisers, offering clients a holistic approach to accounting and SMSFs.
He prides himself on delivering practical, personalised advice while nurturing long term client relationships. On weekends, he enjoys quality time with his wife and kids.
From our welcoming, wheelchair accessible Dubbo office to the moments we share with clients and local professionals, here’s a look at what makes Ironbark Wealth Advisors feel like a trusted part of the community.
No matter where you’re starting from, our approach ensures we meet you there. Here’s a look at our process and how it offers the space to ask questions, explore your options and build a plan that genuinely reflects your life and goals.
We begin with a conversation about your goals, financial position, lifestyle needs and future aspirations.
We conduct detailed analysis and use trusted research partners to review options across super, insurance, investments and tax structures.
You receive a tailored financial plan that reflects your goals, risk comfort and long term priorities.
We handle setup, applications, trades and paperwork, working with your accountant or solicitor where needed.
Your adviser stays with you for the long term. We review, refine and adjust your strategy as your life evolves.
Stay informed with clear, actionable articles on superannuation, retirement planning, investment strategies, tax considerations and more, all written to help you make confident financial decisions without the jargon.
If you’d like personalised guidance on any of these topics, our team is always ready to chat and help you make the right choices for your situation.
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No matter your stage of life, we’re here to help you build a financial plan that’s clear, ethical and tailored to your goals. Let’s take the next step together!
Build a stronger future with strategic, tax effective super advice tailored to your goals.
Protect what matters most with the right personal and business cover, guided by real claims experience.
Invest with purpose through analytical, diversified strategies built for enduring success.
Preserve your legacy with clear, structured estate strategies in partnership with your solicitor.
Transition into retirement confidently with cohesive income and super plans.
Navigate aged care with clarity and confidence in your financial standing.
Keep more of what you earn with integrated, compliant tax strategies across super and investments.
Financial & succession planning that safeguards your business and family.
Sophisticated, tax efficient strategies to protect and grow your wealth sustainably.
Flexible, structured financial planning designed for FIFO/DIDO professionals.
Create lasting income and peace of mind for your next chapter.
Build strong financial habits early with tailored, accessible advice.
Family-led advisers combining expertise, ethics and genuine care.
Discover clear, practical insights on money, super, retirement and more.
