Farren has been providing tailored financial solutions to wealthy individuals and families, non-profits and charitable foundations since the early 2000s. She has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, succession planning, superannuation advice, estate planning and integrating philanthropy into wealth planning.
Working closely with each client to uncover their objectives, aspirations, concerns and challenges, Farren takes the time to understand what is important to each client and to design a bespoke strategy to meet these needs. For this reason, she chooses to work with a small number of clients to ensure that each client receives a high level of personalised service.
In addition to being a Partner at Koda, Farren is on the Board of the Royal Botanic Gardens Foundation Victoria (a grant seeking foundation) and Chairs its Finance and Audit Committee, is on the Investment Committee of a corporate foundation (a grant making foundation) and is a member of an Advisory Group of a family services non-profit organisation.
Prior to Koda, Farren was a Client Director at The Myer Family Company, meeting the diverse needs of wealthy families and mission-based organisations and building the private wealth business. During this time, she was also a member of the Investment Committees of The Myer Foundation and the MFCo Staff Foundation. She was involved in updating The Myer Foundation’s investment policy, strategy and undertaking due diligence on impact investments culminating in the foundation’s first impact investment in 2015.
Farren is a Certified Financial Planner and is a Graduate of the Australian Institute of Company Directors (Order of Merit). Farren holds a Bachelor of Arts and Bachelor of Science from Monash University and holds financial planning qualifications (DFP and CFP). She is a member of the Financial Planning Association, the Australian Institute of Company Directors and the Responsible Investment Association Australasia.
Farren loves being an adviser and is energised by the opportunity to make a difference to families and mission-based organisations and to work alongside amazing people.