Kylie Harding Email and Phone Number
Kylie Harding work email
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Kylie Harding personal email
With 30 years of experience in the financial services sector, Kylie has developed a highly successful financial advisory practice servicing individual and corporate clients in direct equity investment and wealth management. Kylie is the Principal of the Mona Vale branch of Morgans Financial, leading the office from a commercial and operational perspective. Her expertise is in sound portfolio investment management with a large portfolio of funds under management, managing client relationships, directing creative marketing projects and developing new business opportunities.A personal passion and growing area of her financial practice is in philanthropy. Kylie has built a niche in advisory services to individuals and foundations looking to make sound social investment decisions, protecting funds and achieving tax efficiencies for clients and charities. Kylie has served on the boards of the KYDS, Australian Stockbrokers Foundation Board and The Girls & Boys Brigade also the advisory board of Kids in Philanthropy (KIP), raising funds for charitable causes.
Morgans Financial Limited
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PrincipalMorgans Financial Limited Apr 2010 - PresentBrisbane, Qld, AuPrincipal - Mona vale NSW office for MorgansSpearheads business growth across direct equity investments Promotes effective service cultureOversees regulatory complianceDevelops financial advisory and consultancy practiceAdvocates for focus on philanthropy and foundations management as niche business areaGrowing niche practice in philanthropy planning for families, individuals and foundations Acting as Non-Executive Board Member for two North Shore based Not for Profits and mid-sized family foundations Managing a portfolio of high net worth individuals, providing comprehensive service mix
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DirectorKyds Youth Development Service Inc May 2017 - Nov 2022Lindfield, Nsw, AuKYDS Youth Development Service provides free, easily accessed confidential counselling and support for adolescents and their families in Northern Sydney. -
DirectorThe Girls & Boys Brigade Jul 2016 - Jun 2022Surry Hills, New South Wales, AuThe Girls & Boys Brigade has a long history of taking care of inner city children. The charity commenced as The Boys’ Brigade in 1882 by Sir James Reading Fairfax from the Sydney Morning Herald and Mr Samuel Bennett from the Evening News, who were deeply concerned about the welfare and living condition of the young lads engaged in street newspaper selling and other inner city boys who were often bereft of many simple life necessities.Since then, the Brigade has delivered continuous services to inner city communities and the Centre in Surry Hills, built in 1912, is a safe haven for children and youth in the community.The centre in Surry Hills caters for over 150 boys and girls aged 5-18 years. Children, youth and their families who often struggle with significant life challenges rely on our holistic approach which provides a range of education and recreation programs along with the vital support to strengthen families and encourage a more positive future.http://www.girlsandboysbrigade.org.au/ -
DirectorInner City Legal Centre (Iclc) Apr 2016 - Feb 2020Kings Cross, Nsw, AuThe ICLC Foundation is a charitable trust established in 2012. The purpose of the Foundation is to fund additional projects connected with the provision of legal services and access to justice, with a particular focus on LGBTI support, where the ICLC does not have the resources to pursue those projects itself.VisionA NSW where socially and economically disadvantaged people, including LGBTI communities, understand the law, have their legal rights protected and have access to a just legal system.MissionTo provide innovative, empowering and high quality legal services through advice, representation, education and advocacy.http://www.iclc.org.au/foundation/ -
National Chief ExecutiveKids In Philanthropy Apr 2012 - Oct 2014KIP raises the awareness of children from more advantaged backgrounds of the poverty and need in disadvantaged Sydney communities. Grew the Fund’s social investor base Delivered personal and leadership development opportunities to investors Provided funding to community groups and organisations to deliver social change programs
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DirectorAustralian Stockbrokers Foundation 2001 - Oct 2013Contributed to raising and distributing significant amount to Australian NFP community
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Investment And Philanthropy AdvisorRbs Morgans Stockbroking 2000 - 2010Managed portfolios of high net worth individualsInitiated and managed philanthropic trust structures for clientsAchieved profitable revenue growth Engaged with clients to gather informationDesigned financial strategies, tailored to clients from high net worth individuals to foundationsWon new business through upselling and cross-selling services
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Investment AdvisorAbn Amro Australia 1998 - 2010
Kylie Harding Education Details
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Kaplan ProfessionalGraduate Diploma Financial Planning
Frequently Asked Questions about Kylie Harding
What company does Kylie Harding work for?
Kylie Harding works for Morgans Financial Limited
What is Kylie Harding's role at the current company?
Kylie Harding's current role is Stockbroking Firm Principal, Investment & Philanthropy Adviser, NFP Director.
What is Kylie Harding's email address?
Kylie Harding's email address is ky****@****.com.au
What schools did Kylie Harding attend?
Kylie Harding attended Kaplan Professional.
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