Angela is a Marketing and International Business graduate with 12 years of experience in Private Banking, Corporate Stock Plan Services, and Wealth Management. Within Wealth Management Angela has worked with advisers and clients across both stock broking and financial planning.
Prior to joining Koda, Angela worked at UBS, Morgan Stanley, Commonwealth Private Bank and Citi Smith Barney servicing sophisticated high net worth individuals.
Angela received a Provisional Entrance Award from the University of Auckland and completed a Bachelor of Commerce, double majoring in Marketing and International Business. She also earned a distinction in Diploma of Financial Planning and is a level one ASX accredited derivative adviser.
Angela is responsible for providing support to the Brisbane adviser team and administering all aspects of Koda's Brisbane office across deal administration, client administration and compliance.