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 construction multi-asset investment portfolios with a capital preservation objective as well as helped guide and advice 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

  • COVID-19 resources - Jobkeeper Update

      Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic.  If you have any questions, or require further assistance, please send us an email or phone.  

  • JobKeeper Phase 2

      The Government has decided to extend a lower JobKeeper for a further six months (13 fortnights) from 28 September this year, with eligibility based on actual rather than projected turnover declines.  

  • Estate planning and investments

      It's a question most of us ask eventually: what happens to our investments when we die?  

  • Pandemic spurs a rise in investment scams

    In the current low interest rate environment, an investment product offering low-risk, high returns may sound very tempting.