Sam Henderson
CEO & Senior Financial Adviser
Qualifications
- • Master of Commerce (Financial Planning)
- • Bachelor of Commerce (Accounting)
- • Advanced Diploma of Financial Services
- • Advanced Diploma of Marketing
What do you do for your clients at HM?
Help them make smart decisions about their money by providing financial strategies to reduce their tax and boost their investments. This gives clients confidence and peace of mind through active advice.
Sydney Office
Andrew Chan
Senior Financial Adviser
Qualifications
- • Graduate Diploma of Compliance
- • Advanced Diploma of Financial Planning
- • AFMA Core Accreditation
- • Self Managed Super Fund (Kaplan)
What do you do for your clients at HM?
I provide quality and compliant advice to our clients with a comprehensive knowledge of Financial Markets, products and investments with a strategic overview saving clients tax and boosting their superannuation and investments.
Andrew Zbik
Financial Adviser
Qualifications
- • Bachelor of Business Administration
- • Bachelor of Laws
- • Graduate Diploma of Legal Practice
- • Diploma of Financial Planning (Financial Services)
What do you do for your clients at HM?
Assist clients in understanding and setting their financial goals. Help clients to achieve their financial goals.
Tom Mrvica
Investment Portfolio Manager
Qualifications
- • Bachelor of Mathematics & Finance
- • Graduate Diploma of Applied Finance & Investment
- • Diploma of Financial Planning
What do you do for your clients at HM?
Chair the Investment Commitment, manage the model portfolios, investment research and handle all matters investment related including answering client questions on investment decisions and portfolio strategy
Diana Chan
Paraplanner
Qualifications
- • Advance Diploma in Financial Services
- • Graduate Diploma in Applied Finance (in progress)
What do you do for your clients at HM?
Construct Statements of Advice/Records of Advice, assist and oversee implementation of recommended strategies, attend to client general queries and manage compliance and internal procedures.
Hoa Tran
Paraplanner
Qualifications
- • Bachelor of Commerce – Economics
What do you do for your clients at HM?
Write financial plans, conduct portfolio reviews, manage client cash flows, trade shares and process managed fund applications and update client portfolios and respond to client queries. Liaise with fund managers and accountants.
Louise Kipreotis
Managing Partner – Henderson Maxwell Accounting & Taxation Pty Ltd
Qualifications
- • CPA (Certified Practicing Accountant)
- • Fellow of the Tax Institute of Australia
- • Graduate Diploma in Financial Planning
19 years business services & tax experience in chartered accounting and financial services firms
What do you do for your clients at HM?
Works closely with the clients and the advisers to ensure all our HM client's tax obligations and accounting needs are met.
Sally Roberts
Client Services Manager
Qualifications and experience
Two years at Henderson Maxwell and 9 years in an accounting firm.
What do you do for your clients at HM?
Research, liaising with clients, managing client requests and preparing financial plans and reviews.
Natalia Tcherevatenko
Finance administrator
Qualifications
Professional National Accountant
What do you do for HM?
Administration and Accounting
Melbourne Office
Stretton Cox
Senior Financial Adviser
Qualifications
- • Certified Financial Planner
- • Diploma of Financial Planning
What do you do for your clients at HM?
I manage and review my existing clients, many of whom I have been working with for more than 20 years.
Rod Paykel
Senior Financial Adviser
- • Bachelor of Business
- • Diploma of Financial Planning
Rod has nearly 20 years experience as a Senior Financial Adviser and is a member of the Financial Planning Association.
What do you do for your clients at HM?
I manage my existing client base and referrals from our clients and partners.
Amanda Ogrizek
Client Services Manager
Qualifications
Many years experience in superannuation administration.
What do you do for your clients at HM?
My role will provide comprehensive office administration and reception duties, provide a friendly and positive environment, offer support to the financial advisers.