Cody Harmon

Cody Harmon Email and Phone Number

Chief Executive Officer @ Base 2 Asset Management
Melbourne, VIC, AU
Cody Harmon's Location
Melbourne, Victoria, Australia, Australia
Cody Harmon's Contact Details

Cody Harmon work email

Cody Harmon personal email

Cody Harmon phone numbers

About Cody Harmon

As the Co-Founder and CEO of Cruz, Cody Harmon is a tech entrepreneur and family office specialist for a select few families and businesses. Cody drives the Vision, R&D, and various stakeholders of Cruz to make it one of the most innovative and exciting financial companies in Australia right now. He is a Board Member, Chair and CEO with particular expertise in the WEB3.0, financial services & payments, and innovation.Formally as a Financial Adviser, Cody was nationally recognised in 2016 when he became the youngest ever winner of the FPA’s AFP® Australian Financial Planner of the Year.

Cody Harmon's Current Company Details
Base 2 Asset Management

Base 2 Asset Management

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Chief Executive Officer
Melbourne, VIC, AU
Cody Harmon Work Experience Details
  • Base 2 Asset Management
    Chief Executive Officer
    Base 2 Asset Management
    Melbourne, Vic, Au
    View
  • Cruz Technology
    Chief Executive Officer
    Cruz Technology Jun 2017 - Present
    View
  • Hard Line Wealth
    Director | Financial Adviser
    Hard Line Wealth May 2017 - Feb 2022
    Hard Line Wealth transitioned into Cruz Financial Planning, upon receiving our own Australian Financial Services Licence in February 2022. We have expanded our business and staff, but still provide comprehensive financial planning and advice to business owners, professional athletes, executives and medical specialists. We have practices in Coolangatta, Byron Bay, Lennox Head, Sydney, Geelong and Melbourne.
  • Meridian Wealth Management
    Financial Adviser
    Meridian Wealth Management Jul 2015 - May 2017
    Gladstone Park, Victoria, Au
    View
  • Amp
    Financial Adviser
    Amp Nov 2012 - May 2015
    Sydney, New South Wales, Au
    View

Cody Harmon Skills

Retirement Planning Financial Advisory Wealth Management Estate Planning Financial Services Financial Planning Strategic Financial Planning Superannuation Wealth Investment Strategies Income Protection Portfolio Management Finance Life Insurance Investments Financial Risk Asset Allocation Insurance Financial Analysis Pensions Mortgage Lending Wealth Accumulation Debt Management Financial Planners Retirement

Cody Harmon Education Details

  • Rmit University
    Rmit University
    Economics And Finance
  • Griffith University
    Griffith University
    Master Of Financial Planning

Frequently Asked Questions about Cody Harmon

What company does Cody Harmon work for?

Cody Harmon works for Base 2 Asset Management

What is Cody Harmon's role at the current company?

Cody Harmon's current role is Chief Executive Officer.

What is Cody Harmon's email address?

Cody Harmon's email address is s3****@****ail.com

What is Cody Harmon's direct phone number?

Cody Harmon's direct phone number is +614194*****

What schools did Cody Harmon attend?

Cody Harmon attended Rmit University, Griffith University.

What skills is Cody Harmon known for?

Cody Harmon has skills like Retirement Planning, Financial Advisory, Wealth Management, Estate Planning, Financial Services, Financial Planning, Strategic Financial Planning, Superannuation, Wealth, Investment Strategies, Income Protection, Portfolio Management.

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