In his role as an Adviser Assistant, Tom is responsible for providing support to Nik Velde, Adam Horton, Cassandra Hirst and Daniel Meech. His responsibilities include working closely with clients to manage their accounts and assisting with portfolio administration. Tom is committed to servicing Koda clients to the highest standard.
Prior to joining Koda, Tom spent 3 years across multiple roles at both State Street and UBS Investment Bank, where he last worked in a support function to the various equity derivatives desks.
Tom holds a Bachelor of Commerce (Finance) from Macquarie University.