Meet Our Team
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Daniel HendersonBEc 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. |
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Stephen HendersonBAcc 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. |
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DANE AVERYBComm (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. |
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Travis ModraBAppSc, 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
- Tax time: calculating investment income and deductions
Here's a check list of what you will need to include in your 2020-21 income tax return.
- ATO extends Division 7A relief
The ATO made an extension relief for affected taxpayers and related SMSFs who are unable to meet the minimum yearly repayments on Division 7A loans due to COVID-19.
- Drawdown relief for all pensions
The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to account-based pensions, said a legal specialist.
- Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
Working from home because of COVID-19 means most will have more deductions than in a normal year. These checklists will help your tax agent ensure you don't miss any deductions. Simply print, complete and return.