Hamish Harvey

Stanford Brown

Gold
23 Yrs Experience
North Sydney, NSW 2060
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.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Stanford Brown

Level 8, 15 Blue Street
North Sydney, NSW 2060

Opening hours

  • 7:00am – 6:00pm Monday – Friday

Licensed by

The Lunar Group Pty Limited

AFSL 470948

4.90
14 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.85
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 14

Sort by

4.75

"Hamish has managed funds of our self managed superannuation fund for several years. His knowledge an understanding of what is an increasingly complex area is comprehensive and he proactively looks after our affairs on a regular basis including checking that we are in compliance. His knowledge of markets and investment products is first rate and I always look forward to his input."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Highly competent, ethical and thorough in all aspects , absolutely no doubts about his abilities"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish is clearly very knowledgeable across a broad spectrum of financial management needs. I feel very confident that the advice and expertise offered by Hamish is right for me and my unique needs. Hamish is extremely responsive and demonstrates commitment to my financial well being in all of our conversations and meetings. I feel very confident that Hamish has the expertise and the skills required to help me manage my financial health and would recommend him highly."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish has simply been wonderful. His ability to explain often complex topics has been extraordinary. Both my wife and I see things in a totally different way, but yet Hamish has the unique ability to explain the same thing, but yet in two different ways. This way we always feel confident with the discussion and we leave our meeting with a new found knowledge. We are then able to continue on with discussions regarding our portfolios with a greater understanding. The obvious advantage to us as a couple is that we are both comfortable with the advice and professionalism shown. This makes for a mutually beneficial outcome for all."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish has always been extremely professional in all dealings we have had. He has combined this with a genuine concern for our financial and personal needs. He is always thorough in ensuring that we understand the strategies and products we undertake and invest in and we feel that we are able to make very informed decisions. Our confidence in Hamish's ability to satisfy our needs and concerns has been rock solid from the very first and continues to grow."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish is both a very capable and decent person that has advised and supported me on a range of financial strategies covering areas such as my share investments and strategies for growth; our family superannuation fund; investment property purchase strategies;budgeting and financial discipline with a definitive outcome agreed and loan management with financial institutions. If I have any thought, question or simply need to think aloud with someone regarding anything financial, Hamish is the first person that I call."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Hamish always goes out of his way to ensure I am following information and strategies with regard to our self managed superannuation. I always feel confident that the advice he gives my husband and I is right for our needs. Hamish always takes time out to inquire after our lifestyle, family and holidays and is always prepared to recommend other financial/tax/legal professionals who he feels we could benefit .from."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish is extremely knowledgeable of his space , explains complex issues on a very simple way and always delivers the best and appropriate outcomes for my family and I"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish is an exceptional adviser in a thoroughly professional financial planning firm,Stanford Brown. Highly recommended."

  • Superannuation
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hamish has always been alert to our personal circumstances and has offered sound advice resulting in good returns in our SMSF."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Bond University
Completed
2001

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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