Fergus Hardingham

Member at PIFA
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

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Fergus is one of a few truly independent advisers in Australia who puts his client's interests at the forefront of every recommendation he makes for them. He is also extremely hard-working and knowledgeable. I met Fergus when I was searching for an independent adviser for a trusted family member and he exceeded my expectations. Thank you Fergus!

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Credentials

  • CERTIFIED FINANCIAL PLANNER
    Financial Planning Association of Australia

Experience

    • Australia
    • Financial Services
    • Member
      • Feb 2010 - Present
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Mar 2004 - Present

    • Director
      • 2004 - Present

      One of only a small number of truly independent financial planning practices in Australia.We are proud to meet all of the criteria for the PIFA Gold Standard [https://pifa.org.au/consumers/].We help clients to put their financial affairs in order and help them keep them that way.

    • Financial Services
    • 1 - 100 Employee
    • Member
      • Feb 2014 - Nov 2017

      AGBA or Association of Goals Based advisers [formally Association of Real Return Investment Advisers - ARRIA] is the peak adviser network for both financial advisers and fund managers that are committed to 'goals based' and 'objectives based' advice; advice that aims to provide Australian investors with more certainty in the outcomes that they desire to achieve. The Association is focused on delivering practical tools for advisers who understand the benefit of a 'goals based' approach to advice, including portfolio construction assistance through our best in class research faculty and optimization tool, portfolio data analytics, through our exclusive partnership with FE, regular thought leadership and networking events with like minded advisers and fund managers, and the development of purpose built communication tools, to assist advisers move to a 'goals based' practice. Show less

    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • 2002 - 2004

      Managed a team of Financial Planners looking after clients in Western NSW.

    • Financial Planner
      • 2000 - 2002

      Provided comprehensive financial advice to clients / members of Local Government and Energy Industries Superannuation Schemes.

Education

  • Deakin University
    Diploma Financial Planning, Financial Planning
    1999 - 2000
  • The University of Queensland
    Bachelor of Business, Business
    1990 - 1992
  • THE ARMIDALE SCHOOL
    Economics and Ancient History
    1984 - 1989
  • Deakin University
    Certified Financial Planner (CFP)

Community

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