Kylie Harding

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

Philanthropic Services

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Wealth Management

Financial Planning

Industry Experience

Sectors Covered

Kylie Harding's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma in Financial Planning

Diploma of Financial Markets

Diploma of Financial Advising

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.

Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs or circumstances. You should consider if this advice is appropriate for you.