Our Team

Experts in wealth management, committed to your success.

Meet the team

Sean Abbott

Senior Adviser & Partner

Sydney

Regina Abood

Company Secretary & Partner

Sydney

Sam Agnew

Chief Operating Officer & Chief Financial Officer, Partner

Sydney

Angela Alexandrou

Senior Consultant – Client Development

Sydney

Sarah Alvares

Senior Adviser

Melbourne

Farial Ameen

Philanthropy Senior Associate

Sydney

Ben Andreou

Senior Adviser & Partner

Sydney

Kalai Aravindan

Senior Associate

Sydney

Jonathan Ayres

Managing Partner

Melbourne

Alex Balica

Senior Project Manager

Sydney

Paul Begley

Senior Adviser & Partner

Perth

Will Beresford

Philanthropy & Social Capital Senior Manager

Brisbane

Chloe Besant

Finance Manager

Sydney

Lachlan Blaymires

Senior Investment Analyst

Sydney

Nicky Boustred

Senior Adviser & Partner

Sydney

Amanda Bradley

Operations Manager

Sydney

Adam Brennan

Senior Adviser & Partner

Perth

Brittney Brockhurst

Senior Associate

Sydney

Kieran Brogle

Senior Adviser

Perth

Robert Buckley

Senior Adviser & Partner

Sydney

Patrick Carter

Investment Analyst

Sydney

Olivia Charles

Senior Associate

Perth

Cindy Chiuman

Senior Associate

Perth

Sabil Chowdhury

Senior Adviser & Partner

Sydney

James Christopher

Senior Adviser & Partner

Brisbane

David Clark

Senior Adviser & Partner

Sydney

Darcy Cleeve

Senior Associate

Melbourne

Ned Clonan

Senior Associate

Melbourne

Mark Cooper

Senior Adviser & Partner

Sydney

Hong Dang

Senior Associate

Melbourne

Jack Davis

Associate

Sydney

Alicia Di Martino

State Office Manager NSW

Sydney

Leon Dier

Senior Adviser & Partner

Sydney

Matthew Donat

Senior Adviser & Partner

Melbourne

Will Douglas

Senior Adviser & Partner

Brisbane

Simon Duckett

Senior Adviser & Partner

Sydney

Peter Dunn

Senior Adviser & Partner

Sydney

Sarah Dykes

Associate

Melbourne

Rebecca Elepano

Senior Associate

Sydney

Sebastian Ferrando

Senior Adviser & Partner

Brisbane

Emma Fitzgerald

Head of Human Resources & Partner

Sydney

Rachel Frost

Operations Manager

Perth

William Gallagher

Graduate Associate

Sydney

Anna Garden

State Office Manager QLD

Brisbane

Lisa Gay

Non-Executive Director

Melbourne

Mark Goh

Head of Investment Operations

Sydney

Ashleigh Gonzalez

Senior Associate - Technology Enablement

Sydney

Taymar Gordon

Adviser

Perth

James Gouldson

Head of Managed Portfolios & Partner

Perth

Melanie Graham

State Office Manager VIC

Melbourne

Richard Habashy

Senior Investment Operations Analyst

Sydney

Mathias Hadet

Senior Associate

Perth

Katie Hargrave

Associate

Melbourne

Julia Harley

Senior Adviser

Sydney

James Hawthorne

Senior Adviser & Partner

Sydney

Paul Heath

Chief Executive Officer & Partner

Sydney

Steven Hendry

Senior Adviser & Partner

Perth

Cassandra Hirst

Senior Adviser & Partner

Sydney

Adam Horton

Senior Adviser & Partner

Sydney

Celine Huang

Associate

Sydney

Leanne Jago

Senior Associate

Sydney

Brendan Jones

Senior Adviser & Partner

Melbourne

Rebecca Jones

Senior Associate

Melbourne

Liam Kahn

Associate

Sydney

Jeanette Kassa

Associate

Melbourne

Luke King

Associate

Sydney

David Knowles

Head of Philanthropy & Social Capital | Partner

Sydney

Caitlin Laffey

Senior Adviser & Partner

Melbourne

Michelle Lam

Senior Associate

Sydney

Leanne Le

Graduate Associate

Sydney

Brigette Leckie

Chief Economist | Partner

Sydney

Doris Lim

Senior Associate

Perth

Victoria Lindores

Senior Adviser & Partner

Melbourne

Justin Lucas

Senior Adviser & Partner

Melbourne

Frank Macindoe

Senior Adviser & Partner

Sydney

Michael Massey

Senior Adviser & Partner

Sydney

Alison Matthews

Senior Adviser & Partner

Melbourne

Sam McClennan

Adviser

Brisbane

James McCorquodale

Senior Associate

Sydney

Tom Meagher

Senior Adviser & Partner

Sydney

Daniel Meech

Senior Adviser & Partner

Sydney

James Middleditch

Senior Adviser & Partner

Melbourne

William Mittell

Responsible Investment Analyst

Melbourne

Vanessa Montagne

Senior Associate

Sydney

Charles Moore

Senior Adviser & Partner

Sydney

Fiona Morris

General Counsel | Partner

Sydney

Maanvi Mudgil

Senior Associate

Melbourne

Rachel Nanic

Senior Associate

Sydney

Sharya Narayan

Human Resources Coordinator

Sydney

Hagai Netser

Head of Core and Opportunistic Portfolios & Partner

Sydney

Lisa Nguyen

Senior Associate

Sydney

Brigid O'Connor

Senior Associate

Sydney

Matthew O'Donnell

Senior Adviser & Partner

Sydney

Tom Oryl

Senior Adviser & Partner

Sydney

Herc Panagiotakis

Senior Compliance Manager

Sydney

Bianca Parth

State Office Manager WA

Perth

Stephanie Patrick

Senior Adviser

Melbourne

Franco Pelle

Graduate Associate

Sydney

Mark Pollasky

Senior Adviser & Partner

Sydney

Stephanie Prsa

Associate

Melbourne

Lochie Radcliffe

Senior Associate

Sydney

Vinay Ramesh

Senior Adviser

Sydney

David Ransom

Senior Adviser

Melbourne

Will Ratcliffe

Adviser

Sydney

Angela Ray

Senior Associate

Brisbane

Quentin Reeve

Chief of Staff & Partner

Sydney

Matt Ross

Chief Innovation & Technology Officer | Partner

Brisbane

Andrew Rothery

Non-Executive Director

Sydney

Jordan Ryan

Senior Adviser

Sydney

Kashfi Saber

Senior Associate

Sydney

Beatrix Schutte

Senior Associate

Sydney

Isabella Sepede

Senior Adviser

Perth

Sarah Sheehan

Adviser

Sydney

Bevan Smith

Senior Adviser & Partner

Perth

Justine Spiteri

Senior Associate

Sydney

Nick Stanley

Senior Associate

Melbourne

Mathew Stinton

Senior Adviser & Partner

Perth

Ted Strapp

Senior Associate

Sydney

Natasha Straton

Marketing & Communications Manager

Melbourne

Simon Street

Associate

Sydney

Fraser Symons

Associate

Brisbane

Simon Talbot

Senior Adviser & Partner

Melbourne

Tammy Tan

Senior Compliance Associate

Sydney

Lachlan Taylor

Associate

Sydney

Sophia Todd

Operations Manager

Sydney

Charis Todd

Investment Analyst

Perth

Craig Tonkes

Senior Adviser & Partner

Sydney

Steve Tucker

Non-Executive Chairman & Partner

Sydney

Yasmin Turnbull

Senior Associate

Sydney

Kate Turner

Head of Responsible and Impact Investments & Partner

Sydney

Nik Velde

Senior Adviser & Partner

Brisbane

Vinti Verma

Program Manager

Sydney

Elizabeth Watson

Senior Adviser & Partner

Melbourne

Farren Williams

Senior Adviser & Partner

Melbourne

Chris Wilson

Philanthropy & Social Capital | Partner

Melbourne

Ambionne Wilson

Associate

Perth

Tyler Woodhouse

Adviser

Perth

Phoebe Wright

Team Co-Ordinator - ISG

Sydney

Christine Ye

Senior Associate

Melbourne

Amanda Zhang

Senior Associate

Sydney

Norman Zhang

Chief Investment Officer | Partner

Melbourne

Lisa Gay

Non-Executive Director

Melbourne

Paul Heath

Chief Executive Officer & Partner

Sydney

Andrew Rothery

Non-Executive Director

Sydney

Steve Tucker

Non-Executive Chairman & Partner

Sydney

Sean Abbott

Senior Adviser & Partner

Sydney

Regina Abood

Company Secretary & Partner

Sydney

Sam Agnew

Chief Operating Officer & Chief Financial Officer, Partner

Sydney

Ben Andreou

Senior Adviser & Partner

Sydney

Jonathan Ayres

Managing Partner

Melbourne

Paul Begley

Senior Adviser & Partner

Perth

Nicky Boustred

Senior Adviser & Partner

Sydney

Adam Brennan

Senior Adviser & Partner

Perth

Robert Buckley

Senior Adviser & Partner

Sydney

Sabil Chowdhury

Senior Adviser & Partner

Sydney

James Christopher

Senior Adviser & Partner

Brisbane

David Clark

Senior Adviser & Partner

Sydney

Mark Cooper

Senior Adviser & Partner

Sydney

Leon Dier

Senior Adviser & Partner

Sydney

Matthew Donat

Senior Adviser & Partner

Melbourne

Will Douglas

Senior Adviser & Partner

Brisbane

Simon Duckett

Senior Adviser & Partner

Sydney

Peter Dunn

Senior Adviser & Partner

Sydney

Sebastian Ferrando

Senior Adviser & Partner

Brisbane

Emma Fitzgerald

Head of Human Resources & Partner

Sydney

James Gouldson

Head of Managed Portfolios & Partner

Perth

James Hawthorne

Senior Adviser & Partner

Sydney

Paul Heath

Chief Executive Officer & Partner

Sydney

Steven Hendry

Senior Adviser & Partner

Perth

Cassandra Hirst

Senior Adviser & Partner

Sydney

Adam Horton

Senior Adviser & Partner

Sydney

Brendan Jones

Senior Adviser & Partner

Melbourne

David Knowles

Head of Philanthropy & Social Capital | Partner

Sydney

Caitlin Laffey

Senior Adviser & Partner

Melbourne

Brigette Leckie

Chief Economist | Partner

Sydney

Victoria Lindores

Senior Adviser & Partner

Melbourne

Justin Lucas

Senior Adviser & Partner

Melbourne

Frank Macindoe

Senior Adviser & Partner

Sydney

Michael Massey

Senior Adviser & Partner

Sydney

Alison Matthews

Senior Adviser & Partner

Melbourne

Tom Meagher

Senior Adviser & Partner

Sydney

Daniel Meech

Senior Adviser & Partner

Sydney

James Middleditch

Senior Adviser & Partner

Melbourne

Charles Moore

Senior Adviser & Partner

Sydney

Fiona Morris

General Counsel | Partner

Sydney

Hagai Netser

Head of Core and Opportunistic Portfolios & Partner

Sydney

Matthew O'Donnell

Senior Adviser & Partner

Sydney

Tom Oryl

Senior Adviser & Partner

Sydney

Mark Pollasky

Senior Adviser & Partner

Sydney

Quentin Reeve

Chief of Staff & Partner

Sydney

Matt Ross

Chief Innovation & Technology Officer | Partner

Brisbane

Bevan Smith

Senior Adviser & Partner

Perth

Mathew Stinton

Senior Adviser & Partner

Perth

Simon Talbot

Senior Adviser & Partner

Melbourne

Craig Tonkes

Senior Adviser & Partner

Sydney

Steve Tucker

Non-Executive Chairman & Partner

Sydney

Kate Turner

Head of Responsible and Impact Investments & Partner

Sydney

Nik Velde

Senior Adviser & Partner

Brisbane

Elizabeth Watson

Senior Adviser & Partner

Melbourne

Farren Williams

Senior Adviser & Partner

Melbourne

Chris Wilson

Philanthropy & Social Capital | Partner

Melbourne

Norman Zhang

Chief Investment Officer | Partner

Melbourne

Your career

Thanks to our culture of shared ownership and responsibility, we continue to attract Australia’s most experienced private wealth professionals. This is a dynamic, supportive workplace where you can thrive.

Life at Koda

At Koda, our collegiate workplace culture is founded in three simple but non-negotiable values. They guide our behaviours as individuals, teams and as a company, and they inform the way we select our people.

Courage

We say it as it is. Ready to challenge the status quo, we’re always striving to learn and improve through open feedback.

Quality

Our work is always excellent, but our relationships are profound. We take pride in our collective efforts.

Integrity

Trust is earned, not an entitlement. We act honestly and according to a strong ethical framework, and show our appreciation.