Meet Our Team

Daniel Henderson

BEc GDIP Fin Planning FPA

Daniel has been in the financial services and share broking industry since 1999 after gaining a solid financial background with over 12 years with the Commonwealth Bank in various roles. Daniel moved to providing investment and a stock broking advice with Tolhurst Henderson Gregory. Daniel holds a Bachelor of Economics Degree and a Graduate Diploma in Financial Planning.

Stephen Henderson

BAcc FPA

Stephen has been in the financial industry since 1983, and has been financial planning since 1997. He holds a Bachelor of Accounting and a Diploma in Financial Planning. Stephen can provide a full range of financial planning services including Self Managed Superannuation Funds and direct share portfolio services. Stephen enjoys working in the industry and aims to develop close working relationships with his clients to provide comprehensive and holistic financial advice based on their individual needs.

DANE AVERY

BComm (Acc), Dip FP (Adv)

Dane has been involved in the financial services industry since 2008 and has spent time in a chartered accounting firm, banking institution and large wealth management firm.

Dane has held roles as an investment committee member and senior financial adviser. In these roles he has helped construct multi-asset investment portfolios with a capital preservation objective as well as guide and advise clients through the various strategies involved in protecting and building wealth.

He specializes in portfolio construction, tax minimization, wealth protection and retirement planning strategies.

Dane's qualifications include a Bachelor of Commerce with Accounting major, Advanced Diploma of financial planning, professional certificate in SMSF and is accredited to provide advice on listed securities. He is also an associate member of the FPA.

Travis Modra

BAppSc, GradDipFinPlan

Travis has been advising clients for over 15 years in the financial services industry.

He has held senior roles within retail and commercial banking and private wealth management.

Travis is passionate about building relationships with clients from a diverse range of backgrounds, with a focus on providing specialist guidance to individuals, trustees, and directors.

His areas of expertise include self-managed super funds, retirement planning, personal investments, and wealth protection strategies.

Travis’s qualifications include a Bachelor of Applied Science, Graduate Diploma of Financial Planning, professional certificate in SMSF and is accredited to provide advice on listed securities.


Latest Financial Planning News

  • End of year financial strategies

      With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  

  • Budget 2021: Retirement Outcomes

      The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.  

  • Videos to help understand financial planning topics.

      Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.  

  • SMSFs still on top for member satisfaction

      SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.