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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Julie GregoryAFP SIA (Aff) Julie has had extensive experience in the Financial Planning Industry since 1987 and prior to this had 12 years in the banking sector with the Commonwealth Bank. Julie is a Senior Associate of the Financial Services Institute of Australasia and a Member of the Financial Planning Association of Australia. |
Latest Financial Planning News
- ATO outlines tax relief for bushfire victims
The ATO has outlined the ways in which those impacted by Australia’s bushfire crisis will be given relief from any outstanding tax obligations.
- Catch-up concessional contributions – strategies and practicalities
It’s been a long time coming but members are finally able to use the catch-up concessional contribution rules for the first time this year (2019–20).
- Nearing retirement? 7 steps to take before you leave work
You're so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of choice.
- 2020 audits to focus on investment strategy
SMSF auditors are expected to focus more clearly on specific details and evidence around a fund’s investment strategy in the coming year as the industry continues to feel the ripple effects from the ATO’s diversification letter campaign of 2019.