Carolyn has enjoyed advising individual clients and not-for-profits since 1995.
Carolyn believes a collaborative approach is essential for achieving the best outcome for clients. Client relationships are built and harnessed on trust, open communication, common goals using sound judgement, guidance and strong ethical values.
Carolyn has extensive knowledge in wealth management, superannuation and taxation structures. During her time as a financial adviser she has gained experience in both the domestic and global markets, and she uses prudent asset allocation, asset protection and estate planning strategies to ensure her clients’ portfolios are invested in the best possible way.
Prior to joining Koda, Carolyn was a Senior Private Wealth Manager at Macquarie. She has also previously worked at Perpetual Private Clients and Deutsche Bank.