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) (Authorised Rep No. 454658)

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.


Latest Financial Planning News

  • September update of latest COVID-19 initiatives.

      With the ending of a number of the original COVID-19 relief and stimulus initiatives, August and the beginning of September has seen the release of new plans to move into the post-September period. Links to these updates and changes are listed below.  

  • Update of Superannuation contribution rules from July 1, 2020.

      The rules around Superannuation contribution change almost every year, so it is important that taxpayers know what these changes mean to them.  

  • More than $31bn paid under early super release

      The government’s early super release scheme shows no signs of slowing down, with almost 90,000 release applications received by super funds in the first week of August and more than $700 million in payments made.  

  • Your super fund, your choice

      Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.