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

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​  If you have any questions, or require further assistance, please send us an email or phone.​

  • ‘HomeBuilder’ grants now available.

    $25k grants for housing construction, renovations to bolster industry.  The Federal Government will give eligible Australians $25,000 to build or substantially renovate their homes.

  • Related-party property development concerns — Part 1

    In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

  • The value of financial advice

    A 16-year study by Vanguard Investments found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.  This is on top of returns from investing.