Kylie Harding

With over 30 years of experience in the financial services industry, I am dedicated to providing tailored wealth management and investment strategies that align with my clients' financial goals. As the lead adviser at Morgans Mona Vale, I specialise in Stockbroking, wealth management and investment advice.

Professional Background:

Expertise in Wealth Management: At Morgans Mona Vale, I offer a wide range of investment products such as shares, ETFs, and international investments. My focus is on delivering proactive portfolio management through our Wealth+ Managed Portfolio Service, which simplifies investment administration for our clients.

Comprehensive Financial Planning: I provide strategic advice on self-managed super funds (SMSFs) ensuring clients maximise their financial outcomes.

Community Engagement: Committed to giving back, Morgans Mona Vale pledges to donate 10% of net profits to local charities. Our office is actively involved in supporting various community initiatives through the Morgans Foundation.

Client-Centric Approach:

Personalised Advice: I work closely with high net worth individuals, tailoring financial solutions that meet their unique needs and aspirations. My approach is centered around building long-term relationships based on trust, transparency, and mutual respect.

Access to Exclusive Opportunities: Clients benefit from exclusive access to investment opportunities, including company IPOs and capital raisings, supported by our award-winning research team.

Whether you're looking to grow your wealth, plan for retirement, or manage your investments more effectively, I am here to guide you every step of the way. Let's work together to achieve your financial goals and secure a prosperous future.