Hendersons Private Wealth has been built on quality advice and professional service for over 30 years. Many of the businesses initial clients have turned into intergenerational clients and remain a valued part of our ongoing business today.
We provide advice on a wide range of services and investments including direct shares. This characteristic differentiates the company from most other financial planning firms, as we can offer our clients both 'direct' listed securities, and a wide range of other investments.
The business is owned by the people who work in the business and NOT a bank or large institution. Each of the business principals have made long term commitments to the business and its ongoing success.
You will get professional, honest and fair service from the same team on an ongoing basis.
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.
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.
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.
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.
David is a Senior Financial Advisor based in Adelaide, he has spent the last 20 years as a Financial Advisor and has a total of 36 years’ experience in the finance industry across roles at the Commonwealth Bank, Savings and Loans Credit Union and ANZ Private Banking.
David has broad knowledge in finance and investment markets which he utilises to help his clients achieve their goals and objectives. David specialises in retirement planning strategies and building portfolios to preserve wealth over the long term.
David’s qualifications include a Graduate Diploma of Financial Planning and he has met the full FASEA education requirements.
Ben has over 10 years’ experience in the financial advice industry. He has been an advisor within one of Australia largest licensee networks and has experience within retail and commercial banking.
He has worked with a broad range of clients with a diverse range of advice needs and specialises in retirement planning, risk protection and wealth creation.
Ben is a strong believer in building quality, trusting relationships and has worked with many clients to achieve their goals and improve their financial situation. His qualifications include a Bachelor of Economics, Advanced Diploma of Financial Planning and he has met the full FASEA education requirements.
Anthony co-founded Chester Asset Management in 2017 after departing SG Hiscock where he was the senior analyst for the SGH Australia Plus and SGH20 team.
Anthony performed detailed company research and industry analysis, portfolio management assistance, client reporting, ESG analyses, proxy voting, quant filtering and database management. Anthony was also the primary dealer of the team.
Anthony holds a Bachelor of Commerce and Graduate Diploma in Applied Finance and Investments and is a Chartered Accountant (CA)and Financial Analyst (CFA).
Nick is the co-founder, Managing Partner and CIO of Drummond Capital Partners, a global multi-asset investment manager based in Melbourne.
Drummond’s process covers strategic and dynamic asset allocation as well as independent manager research and selection. Nick has extensive asset management experience, from working in London at Schroders and BlueCrest Capital, Europe’s largest hedge fund, to co-founding his own Australian long short fund, Nick has diverse experience across global markets.
Nick holds a Bachelor Business from Monash University, GradDip Applied Finance, CFA Level 1.
Tom is the co-founder and Managing Partner of Drummond Capital Partners, a global multi-asset investment manager based in Melbourne.
Drummond’s process covers strategic and dynamic asset allocation as well as independent manager research and selection. Tom has 14 years investment management experience managing global multi-asset portfolios.
Tom holds a Master of Applied Finance from Macquarie University, ASX Accredited Derivatives Adviser and Diploma of Financial Services.
Richard is a renowned Australian Entrepreneur, Leader and Innovator. He has founded four successful companies/organisations across four different industry sectors, was Australian Entrepreneur of the Year for the Cleantech sector in 2010, South Australian Entrepreneur of the Year for two of those companies 14 years apart (1996 & 2010) and his most recent venture, ZEN Energy was recognised as the fastest growing company in South Australia for 2010 & 2011 and the 4th fastest growing company in Australia in 2012 (BRW magazine). Richard is a specialist in re-invention and industry disruption, he is passionate about sustainability and wants to ideally assist companies that are driving change for the better, believe in their purpose and add value to future generations.
Richard also founded the Entrepreneurs' Organisation in South Australia (1998) and was Entrepreneur in Residence for the University of South Australia (2019-2021) mentoring hundreds of early stage and scaling businesses.
Richard has now put a lifetime of learnings in starting and scaling successful businesses into his book "The Essential Entrepreneur" that Wiley Publishing are releasing globally in October 2022.