As an Associate Adviser, Deborah works alongside Simon Duckett, assisting him with proactive planning and implementation of customised financial strategies for not-for-profit organisations and high net worth clients.
Passionate about assisting clients achieve their financial objectives with confidence and a personalised service, Deborah’s objective is to nurture successful relationships through providing best practice end-to-end investment services. Prior to joining Koda, Deborah held several roles at Macquarie Group spanning seven years. These positions included investment platform adviser consultant and wealth management client service assistant, supporting a team of 5 advisers.
Deborah’s qualifications comprise a Bachelor of Business specialising in Finance, Diploma of Business and Diploma of Financial Planning.
Deborah also enjoys assisting not-for-profit organisations with volunteering and fundraising. Past efforts encompass aiding the Schizophrenia Research Institute, The Funding Network and participating in the Macquarie Big Buddy reading program.