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Kylie Harding
Principal/Investment Adviser
"Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation."
With 20 years experience in the finance sector, Kylie provides individual and corporate clients with expertise and advice in direct equity investment. Deeply committed and community minded, Kylie has served on various not-for-profit boards since 2001, promoting the engagement of children and their families in an active philanthropy.
Investment Style
In managing over $300m in client funds, Kylie provides stockbroking services, including portfolio compilation, execution and monitoring. Kylie actively manages the portfolios of high net worth individuals to ensure that their investment needs are met while achieving tax efficient outcomes. Kylie also specialises in establishing and managing private ancillary funds to assist families, individuals and foundations to plan their giving.
Services and Specialties
Self-Managed Super Funds
Wealth Management
Portfolio Administration
Stockbroking
Philanthropic Services
Financial Planning
Qualifications and Professional Affiliations
Diploma of Financial Advising
Diploma of Financial Planning
Graduate Diploma in Financial Planning
Diploma of Financial Markets
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Generic
Superannuation
Managed Investments
Margin Lending
Securities
Financial Planning
I am employed by North Shore Financial Pty Ltd which operates the business of Morgans Financial Limited - Mona Vale. My employer remunerates me by way of salary. As a Director of North Shore Financial Pty Ltd, I will be entitled to a share of profits.
