Dan has extensive experience managing the investment and strategic advice needs of families, individuals and various types of organisations. He helps his clients plan for the future and provides solutions to build, protect and pass on their wealth in the most effective way.
Dan uses his knowledge, and Koda’s in-house team of specialists, to advise clients on matters such as:
- Retirement planning;
- Inheritance advice;
- Managing investment portfolios;
- Estate planning;
- Intergenerational wealth planning; and
- Philanthropic giving.
Dan also uses his investment expertise to advise charities and community organisations on the development, implementation and ongoing management of their investment policies.
Dan started his career working in an accounting and financial planning consultancy, before relocating to London where he worked for a UK FTSE250 Wealth Management company. Prior to joining Koda, Dan spent 11 years at Perpetual Private, including working with high-net worth families and charitable trustees.
He holds a Bachelor of Economics and Bachelor of Commerce and has completed a Graduate Diploma in Financial Planning.