"Embracing community diversity, I deliver advice with an empathetic approach. I am committed to helping you understand financial concepts and achieve your goals; and to delivering positive outcomes, leaving you in a better financial position."
With over 15 years financial planning experience and working in professional business services for over 10 years, Henniette provides advice to individuals, business owners and self-managed superannuation funds. Her dedication and a high level of personal care to achieve desired outcomes for her clients, cultivate into engaging in in-depth life-value conversations to explore and prioritise their goals. Henniette specialises in lifestyle/retirement planning and estate planning.
Services and specialities
- Financial Planning
- Fixed Interest and Cash Management
- Investment Advice
- Retirement and Estate Planning
- Self Managed Super Funds
- Superannuation Advice
Henniette devises cost and tax-effective investment solutions by utilising robust research, scrutiny and comparison of progressive investment options, in order to find the most appropriate investment solution that complements her strategic advice and recommendations. She manages her clients’ portfolios by drawing upon experts to assist her developing mitigating strategies to navigate through adverse market influences.
Industry Education & Experience
- Diploma of Financial Services (Financial Planning) , Securities Institute, 2005
- Chartered Accountant Financial Planning Specialist, Institute of Chartered Accountants in Australia, 2015
- Bachelor of Commerce (Accounting), Rand Afrikaans University, 1983
- Chartered Accountants Australia, Chartered Accountants Australia, 2001
- Bachelor of Commerce (Accounting) Honours, University of Pretoria, 1987
- Margin Lending and Geared Investments, Kaplan, 2012
- Aged care, Kaplan, 2014
- Chartered Accountants Australia and New Zealand (CAANZ)
I am employed by NORTH SHORE FINANCIAL PTY LTD which operates the business of Morgans Financial Limited - Mona Vale. My employer remunerates me as your adviser by way of salary and percentage of fees.
- Managed Investments
- Financial Planning
- Margin Lending
- Life Insurance