Hamish HarveyB.Com, Grad Dip.FinPlan
Hamish is a Senior Adviser and manager of a team of highly talented individuals that advise clients, compile precise technical planning documents and execute the administration duties required to manage clients’ strategies.
Hamish works directly with clients and their other professional advisers to develop collaborative strategies that seek to safeguard their wealth, minimise their tax burdens and maximise capital in clients’ superannuation and Family Trusts.
He is adept at helping clients create a sound foundation strategy and working with them to manage the asset base within the agreed parameters of risk, return and drawdowns to fund their lifestyle and ambitions.
Hamish initially worked as a junior Equity adviser for Australian Equities where he saw first-hand the volatility to markets caused by events such as September 11 and the Dotcom bust. Hamish was later lured to London to take on a similar role where he gained experience trading on the UK and US exchanges. In late 2005 Hamish returned to Australia to work with Stanford Brown.
Hamish is a member of the Investment Board that oversees the investment decisions, processes and research at Stanford Brown and in 2007 was appointed a Principal of the firm.
Contact: firstname.lastname@example.org team
Bachelor of Commerce (Bond)
Grad Dip Fin Planning (Kaplan)
Accredited SMSF Adviser (Kaplan)
ASX Listed Products Accredited (Kaplan)
Memberships & Associations
Associate member of the FPA
Authorised Representative # 302140
Key Areas of Focus
Asset management and allocation
Family Trusts and wealth transfer
Executives and successful individuals
Qualities Hamish most admires….
I admire people with tenacity and an ability to articulate ideas and concepts clearly.
Hamish’s favourite quote….
You can’t build a skyscraper on a foundation of sand – Unknown
Hamish’s favourite tip….
Advice Hamish would give to his younger self….
Buy investment property in Surry Hills.
What captures Hamish’s imagination?
Travelling in Europe and considering how much history is etched in every place you visit.
“What’s impressed us the most about Stanford Brown has just been their openness, their transparency, the combination of the technical proficiency and also just the ease of use. They’re friendly, they’re honest, they explain things and they treat you like a human being.”View Success Story