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 30 years of experience in the finance sector, Kylie offers both individual and corporate clients expertise and advice in direct equity investment. She is deeply committed to her community, having served on various non-profit boards since 2001 to promote active philanthropy among children and their families.
Investment Style
Managing over $350 million in client funds, Kylie provides comprehensive stockbroking services, including portfolio compilation, execution, and monitoring. She actively manages portfolios for high-net-worth individuals to meet their investment needs while optimising tax efficiency. Additionally, Kylie specialises in establishing and managing private ancillary funds to help families, individuals, and foundations plan their charitable giving effectively.
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.
