Cody Harmon

Hard Line Wealth Holdings Pty Ltd

Gold
9 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Hard Line Wealth Holdings Pty Ltd

Level 2, 287 Collins St
Melbourne, VIC 3000

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 6
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

4.85
6 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Cody is a very confident person. His knowledge and experience makes us feel very confident that his advice is right for us. We receive full care and attention when we need it. Cody explains things in a very clear way. Makes understanding things very easy."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Cody demonstrates a comprehensive skill set relevant to his profession, as well as a strong willingness to continuously learn and improve. He has a strong client focus and clear human-centric values. Services offered extend beyond Cody's core expertise thanks to his solid professional network."

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

"Cody has been a genius, both for myself and my wife's financial planning and early retirement, His vast knowledge and advice on money management, investments,wills, superannuation, and various other areas has given me the best gift of all- Peace of mind. Cody explains his ideas in a simple to understand format. He makes time for me whenever I have a question, or need advice. Besides all his wisdom, he is just one good man to do business with."

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

"I was always very cautious about the services that financial advisors provided but Cody has been fantastic from day one. He is very efficient and trustworthy but most importantly he really knows his stuff!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been working with Cody for nearly 6 months and he has been an incredible help to my business and my life. He is easy to work with, incredibly knowledgeable, and puts your best interests first. I would be happy to recommend him to anyone I know."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cody helped us get clear on our goals and then gave advice that helped us reach them quickly and life is a lot better because of it. We now have confidence that what we are doing now will help us in the future and thats a great feeling. Working with Cody you can expect a professional who listens and treats you in a respectful and approachable way who cares about his clients. I love the way he explains complex concepts in an easy to digest way too! Thanks Cody!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Margin Lending 928S

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2019

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Integrity Education Group
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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