Adam joins the Koda team with over ten years of experience in financial markets and wealth management. During his last seven years with Commonwealth Private, Adam has built successful relationships with his clients providing advice and solutions to their diverse needs.
At Koda Capital, Adam offers a team-based approach utilising the specialist knowledge of the group that includes structuring and tax, intergenerational wealth transfer and philanthropy. This enables him to provide truly independent and holistic advice.
Adam has expertise in constructing and managing tailored investment portfolios that includes developing specific investment strategies and bespoke asset allocation to suit the individual goals and aspirations of his clients.
Adam's qualifications include a Bachelor of Commerce (Accounting and Finance) and Advanced Diploma of Financial Planning, and he is also an accredited derivatives adviser.