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Strategic and Commission Free Financial Planning and Taxation Advice
As both a Financial Adviser and Senior Tax Accountant with SuperElements, Mary Henderson Dip FA. Cert III FM SA Fin, offers her clients financial planning and investment advice, while also keeping in mind the most effective taxation strategies. Mary specializes in retirement planning and superannuation and unlike most financial planners works on a strictly fee for service basis.
Do you want an advisor you can trust and discuss your ideas with? Would you like to speak to someone trained in both financial planning AND taxation? Do you want to avoid the sales talk and avoid ongoing, trailing commissions?
Benefiting from many years of accounting experience Mary provides advice on strategic planning for retirement and superannuation, including self managed super. She's also professionally trained to advise on direct investments including investing in equities, the tax implications of direct property investment, and planning for the disposal of assets in a tax effective manner.
Mary offers her advice on a fee for service basis and does not take commissions from investment suppliers. There are no trailing commissions either. She is not aligned with any single administration provider, fund manager, superannuation fund, insurance provider or the like so the advice the client receives is completely tailored to their specific situation.
As a member of the Responsible Investment Association Australasia (RIAA) Mary can also assist those clients seeking to become sustainable, responsible investors.
General Advice Disclaimer
This article has been prepared on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial advisor before making any investment decisions.
SuperElements Financial Advisers Pty Ltd (ABN 78 142 410 606) is an Authorised Representative of MCA Financial Planners Pty Ltd (ABN 42 101 736 305) which is the holder of Australian Financial Services License No. 223610. SuperElements Financial Advisers Pty Ltd’s Authorised Representative Number is 346308.
