Fergus Hardingham
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Topline Score
Bio
LinkedIn User
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!
LinkedIn User
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!
LinkedIn User
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!
LinkedIn User
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!
Credentials
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CERTIFIED FINANCIAL PLANNER
Financial Planning Association of Australia
Experience
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PIFA
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Australia
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Financial Services
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Member
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Feb 2010 - Present
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FM Financial Solutions Pty.Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Director
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Mar 2004 - Present
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Director
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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.
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Association of Goals Based Advice (AGBA)
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Financial Services
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1 - 100 Employee
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Member
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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
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FuturePlus Financial Services
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Financial Services
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1 - 100 Employee
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Senior Financial Planner
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2002 - 2004
Managed a team of Financial Planners looking after clients in Western NSW.
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Financial Planner
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2000 - 2002
Provided comprehensive financial advice to clients / members of Local Government and Energy Industries Superannuation Schemes.
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Education
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Deakin University
Diploma Financial Planning, Financial Planning -
The University of Queensland
Bachelor of Business, Business -
THE ARMIDALE SCHOOL
Economics and Ancient History -
Deakin University
Certified Financial Planner (CFP)