Hamish Harvey

Stanford Brown

4.91
14 Reviews
Gold
25 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 4.91
  • Number of reviews 14
  • First year providing advice 1999
  • Years of experience 25
  • 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