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
- State and Federal COVID-19 support
The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
- ATO extends COVID-19 relief for SMSFs
The ATO has made an extension to several COVID-19 compliance relief for SMSFs to cover the 2021-22 financial year.
- Three ways to keep market uncertainty in perspective
No one can say for certain what the markets will do. What we do know however is that investors fare best when they focus on the factors they can control.
- SMSFs, employee share schemes & NALI
Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.