Our team

Your advice is only as good as the talented team behind it. Our partners, advisers and analysts bring a collective depth of expertise and commitment to excellence.

NSW Lockdown Brings Fresh Challenges For Employers

29 Jun 2021

Paul Heath, chief executive of independent wealth management firm Koda Capital, admits to “a little bit of eyeball rolling” when NSW Premier Gladys Berejiklian put four local government areas into lockdown on Friday. Koda’s Sydney office is in the same building as a Fitness First gym, which was designated a hotspot a week earlier, so all 45...

8 Koda Advisers in Australia’s Top 100

18 Jun 2021

Today US financial investment publication Barron’s, in partnership with The Australian’s business magazine The Deal, released their rankings of Australia’s Top 100 Financial Advisers. The rankings are based on an exhaustive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the ranking...

The Principles Of Endowment Style Investing

16 Apr 2021

Since COVID-19 started, Koda has seen a significant increase in larger charities and sophisticated non-profit groups reassessing how they manage their cash and reserves. Investment committees who realise they are operating in a new paradigm are re-evaluating their asset allocations and looking for better diversification. By observing how successful investors such as Yale University and...

Staying Future Focused: A how to guide for wealth after divorce or death of a loved one

31 Mar 2021

Death of a loved one or divorce – both scenarios can bring grief, anguish and the unforgiving sting of ‘what now?’. In facing these events, many clients have acknowledged they felt unprepared and overwhelmed. As such events bring about change, understanding your response to finances and wealth can help you avoid costly mistakes. In the...

Ep 97:

Andrew Rado – Gone fishing; delivering sustainable returns through fisheries

27 Jul 2021 | 39:33 mins

David speaks with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically sustainable investment by delivering a robust alternative income stream, through scalable investment in the wild-caught fisheries Individual Transferrable Quota (ITQ) sector. The total market capitalisation of Australia’s ITQs is estimated to be approximately A$22 billion,...

David speaks with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically sustainable investment by delivering a robust alternative income stream, through scalable investment in the wild-caught fisheries Individual Transferrable Quota (ITQ) sector.

The total market capitalisation of Australia’s ITQs is estimated to be approximately A$22 billion, with the Australian wild-caught fishing industry a lucrative sector that operates within a highly regulated and sustainably managed framework. Individual fisheries are managed under a long-established quota system to achieve key sustainability and fishery industry management objectives.

Andrew has over 20 years experience as a Seafood and Agri executive, with extensive large-scale seafood industry, processing, export and strategic restructure and financial turnaround experience, within the Australian wild-caught seafood sector. He holds a PhD from Murdoch University and an MBA from UWA.

Ep 92:

Tim King – Investing for a better future

18 May 2021 | 38:57 mins

David speaks with Tim King of Melior. Melior was established in 2018 by Lucy Steed and Tim King with backing from the founders of Adamantem Capital, Rob Koczkar and Anthony Kerwick. After scanning the market, they saw a gap for an Australian equities impact investment manager. They have formed a team of experienced investment professionals...

David speaks with Tim King of Melior. Melior was established in 2018 by Lucy Steed and Tim King with backing from the founders of Adamantem Capital, Rob Koczkar and Anthony Kerwick. After scanning the market, they saw a gap for an Australian equities impact investment manager. They have formed a team of experienced investment professionals who share a common goal – to be part of the change they want to see in the world.

Tim co-founded Melior and is the Chief Investment Officer (CIO). He has worked in capital markets for more than 20 years and has over a decade of experience in ESG research. Tim was Head of Company & ESG Research for Colonial First State Global Asset Management’s Australian Equities Core Fund from 2016 to 2018. Prior to this he was Head of Advisory for governance research firm Regnan and Head of Company & ESG Research for Deutsche Bank from 2003 -2013. He was also a top 3 rated sell side analyst.

Koda in numbers

23

Average years of experience (Koda Partners)

40

Partners

81

Koda team members

3

Offices around Australia