Edward is an Adviser Assistant at Koda and is on an adviser team with Charles Moore, Peter Dunn and Sophia Todd. He assists with relationship management and portfolio administration.

Prior to Koda, Edward worked at Macquarie in private wealth management. At Macquarie he supported five advisers and assisted in providing advice for high net worth individuals, charities and not for profit organisations.

Edward holds a Bachelor of Business (Finance) from UTS and a Masters of Financial Planning from UNSW.

 

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