Hamish Harvey

Director, Private Wealth Adviser

“I’m as invested in making the right calls for my clients as they are.”

One of Australia’s 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 was No.28 in Barron’s Top 100 Australian Financial Advisors 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®)

Membership & associations

  • Financial Planning Association of Australia (FPA)
  • 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®)

Membership & associations

  • Financial Planning Association of Australia (FPA)
  • 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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