our people FINANCIAL PARTNERSHIPS

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Focused & Energetic.

Partner with a winning team who are as invested in your future as you are.

Putting your wealth in someone else’s hands is a daunting idea. But in the right hands, it’s the best decision you’ll ever make.

Each one of our advisers has been hand-picked for their experience and knowledge, as well as their commitment to giving back to their communities.

Commitment

Our advisers will leave no stone unturned to deliver personalised solutions.

Driven

We’re laser-focused on your financial future so you can live in the moment.

Tailored

We follow a holistic approach, designed with your financial goals in mind.

Trust

We thrive on integrity, trust and authentic relationships with our clients.

Nat Daley

Financial Adviser & Managing Partner

Nat has 8 years experience in financial planning. He has a strong work ethic, a strong analytics game and a strong ability to make sense of the numbers with a relentless focus on the bottom line. He just gets it. Outside of work, Nat is a surfer that gives great financial advice, not an Adviser who likes to surf.

Cody Harmon

Financial Adviser & Managing Partner

Cody has been in financial planning for 7 years. He is all about lateral thinking, problem solving, creativity, vision, leadership, and bravery. The company is an extension of his values and a platform for completing meaningful work and having meaningful relationships with clients and colleagues. Clients enjoy his passion and value his expertise across a variety of disciplines.

Jayden Post

Financial Adviser and Partner

Jayden has been in financial planning for 6 years and played AFL football for Richmond from 2008 to 2012. Due to his relentless work ethic and appetite for a challenge, Jayden is known as the “Big Kelpie”. Clients love that Jayden is personable, honest, diligent and has a great attention to detail. Number One on Jayden’s bucket list is to see the Minnesota Vikings in the Super Bowl live.

Debra Lindemann

Bookkeeper/Admin

Deb brings valuable financial experience to Hard Line Wealth having worked in the real estate industry for over 15 years as a trust accountant and various bookkeeping, accounts payable/receivables roles in other industries. She is a passionate and motivated individual who has a strong work ethic. Outside work Deb enjoys travelling and seeing the world.

Amy Rose

Client Manager

Amy has been in the financial industry for 3 years. She is all about positivity, structure & compassion and being a part of a strong, vibrant, growing team environment. She provides an extra layer of personal connection between clients and their advisers - she is the bubbly, happy, smiling face or voice on the end of the phone. Amy is a social soul, who spends her spare time with Friends & Family, listening to self-care podcasts, and taking adventures with her Mini Longhaired dachshund Lola.

Camille Cruz

Junior Paraplanner/Associate Adviser

Camille ensures that everything is organised in preparation for client meetings and engagement. She believes that financial freedom and security leads to happiness and positive family engagement. Family is very important to Camille and she wants to make sure that families are living to be happier and healthier without the stress that financial hardship can cause. Camille enjoys going to the gym and loves to travel and explore different food and cultures. She believes that staying focused, committed and inspired leads to a achieving your goals big or small.

“I have been working with Cody and he has been an incredible help to my business and my life. He is easy to work with, incredibly knowledgeable, and puts your best interests first. I would be happy to recommend him to anyone I know.”
Matt RogersMatt Rogers Books

“Cody has been a genius, both for myself and my wife's financial planning and early retirement, His vast knowledge and advice on money management, investments, wills, superannuation, and various other areas has given me the best gift of all- Peace of mind.”
Michael KomskySelf Funded Retiree

“I was always very cautious about the services that financial advisers provided but Cody has been fantastic from day one. He is very efficient and trustworthy but most importantly he really knows his stuff!”
Robert De BrincatXLAM Engineering

Begin the journey to financial freedom.

Speak to one of our expert financial advisers.

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Hard Line Wealth Holdings Pty Ltd is a Corporate Authorised Representative of Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595 AFSL 247429

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial advisor, whether the information is appropriate in light of your particular needs and circumstances.