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Harvey Bate
Private Wealth Adviser, North Sydney
Address: Level 16, 252 Pitt Street, Sydney NSW 2000
Phone: 02 92912838
About Harvey
Harvey is a Private Wealth Adviser in the North Sydney office for the Shadforth Financial Group.
Education and experience
Harvey is a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Practising Accountant. He graduated with a Bachelor of Commerce from the University of New South Wales in 1986 and completed the Graduate Diploma in Applied Finance and Investment with FINSIA (previously the Securities Institute of Australia) in 1991. Harvey also completed the Graduate Diploma in Financial Planning in 1999.
Early in his career, Harvey gained extensive experience in funds management and the computer industry. Prior to joining Shadforth Financial Group in 2000, he was the financial controller of a large Australian corporate. In that position, Harvey acquired a wealth of experience in commerce, accounting, taxation and financial markets.
Outside of work
Harvey is married with two children.
