Hamish Harvey
Private Office Adviser & Director
“I’m as invested in making the right calls for my clients as they are.”
One of Australia’s leading Wealth Management specialists, Hamish focuses on providing financial advice to individuals, trustees and directors requiring specialist guidance in the planning, structuring and investment of their assets. Hamish has consistently featured in Barron’s Top 100 Australian Financial Advisors (2024, 2023, 2022, 2021, 2020).
Areas of expertise
- SMSF & Family Trust Wealth Management
- Retirement Planning
- Superannuation and Estate Planning
Hamish Harvey loves
- My wonderful wife, 1 girl, 1 boy, and 1 puppy. A full set!
- Travel, I love it. Especially if it involves the Kids, Steep Snow and the Outdoors.
- The strong relationships I’ve built up with my clients. I love coming to work.
Qualifications
- Bachelor of Commerce (Bond University)
- Graduate Diploma of Financial Planning (FINSIA)
- Accredited Self Managed Superannuation Adviser SMSF (Kaplan)
- Direct Equities Advisory Accredited (Kaplan)
- Certified Financial Planner (CFP®)
- Accredited Listed Products Adviser (ASX ALPA) (FINSEA)
- Margin Lending & Geared Investments (Kaplan)
Membership & associations
- Financial Advice Association Australia (FAAA)
- Registered Tax (Financial) Adviser with the Tax Practitioners Board
Areas of expertise
- SMSF & Family Trust Wealth Management
- Retirement Planning
- Superannuation and Estate Planning
Qualifications
- Bachelor of Commerce (Bond University)
- Graduate Diploma of Financial Planning (FINSIA)
- Accredited Self Managed Superannuation Adviser SMSF (Kaplan)
- Direct Equities Advisory Accredited (Kaplan)
- Certified Financial Planner (CFP®)
- Accredited Listed Products Adviser (ASX ALPA) (FINSEA)
- Margin Lending & Geared Investments (Kaplan)
Membership & associations
- Financial Advice Association Australia (FAAA)
- Registered Tax (Financial) Adviser with the Tax Practitioners Board
Hamish Harvey loves
- My wonderful wife, 1 girl, 1 boy, and 1 puppy. A full set!
- Travel, I love it. Especially if it involves the Kids, Steep Snow and the Outdoors.
- The strong relationships I’ve built up with my clients. I love coming to work.
What Hamish’s clients have to say
“Hamish encourages us to enjoy our money while we can. He says ‘go travel, have fun’… he gives us the confidence to live the life we want.”
— Greg L.
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