Kylie Harding
Financial Adviser
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About
Kylie Harding is an ASIC-registered financial adviser based in Mona Vale, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong foundation built on extensive education and experience, Kylie holds a Diploma in Financial Markets, a Diploma in Financial Advising, a Diploma in Financial Planning, and a Graduate Diploma in Financial Planning from Kaplan. Kylie's commitment to professional excellence is further demonstrated through her memberships with the Australian Institute of Company Directors (AICD) and Philanthropy Australia. These affiliations highlight her dedication to upholding the highest standards of ethical conduct and providing valuable insights to her clients. Authorised to provide advice on a range of financial products, Kylie specialises in superannuation advice, wealth management, securities, and government debt securities. She offers comprehensive solutions tailored to each client's unique circumstances and aspirations. • Superannuation advice and planning • Wealth management strategies • Investment portfolio construction • Retirement planning • Strategic financial planning Ready to take control of your financial future? Contact Kylie Harding today to schedule a consultation and discover how she can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does Kylie Harding provide?
Kylie Harding specialises in superannuation advice, wealth management, securities, and government debt securities, providing tailored financial solutions to help you achieve your goals.
What are Kylie Harding's qualifications and professional memberships?
Kylie holds a Diploma in Financial Markets, a Diploma in Financial Advising, a Diploma in Financial Planning, and a Graduate Diploma in Financial Planning from Kaplan. She is also a member of the Australian Institute of Company Directors (AICD) and Philanthropy Australia.
What can I expect during my first meeting with Kylie Harding?
During your initial consultation, Kylie will take the time to understand your financial situation, goals, and risk tolerance. She will then develop a personalized financial plan tailored to your specific needs.
How does Kylie Harding stay up-to-date with the latest financial regulations and market trends?
Kylie is committed to ongoing professional development and regularly attends industry conferences, seminars, and training programs to stay informed about the latest financial regulations and market trends. Her memberships with AICD and Philanthropy Australia also provide valuable insights.
What is the process for becoming a client of Kylie Harding?
To become a client, simply contact Kylie to schedule an initial consultation. During this meeting, you will discuss your financial goals and determine if her services are the right fit for your needs. If you decide to proceed, Kylie will guide you through the onboarding process and begin developing your personalised financial plan.
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