Our Team

Experts in wealth management, committed to your success.

Meet the team

Sean Abbott

Adviser & Partner

Sydney

Regina Abood

Company Secretary & Partner

Sydney

Sam Agnew

Chief Operating Officer & Chief Financial Officer, Partner

Sydney

Nicolas Aguero

Compliance Associate

Sydney

Farial Ameen

Philanthropy Analyst

Sydney

Ben Andreou

Adviser | Head of Structuring & Tax | Partner

Sydney

Kalai Aravindan

Senior Associate

Sydney

Troy Armstrong

Adviser & Partner

Melbourne

Jonathan Ayres

Managing Partner

Melbourne

Paul Begley

Adviser & Partner

Perth

Will Beresford

Manager Philanthropy & Social Capital

Brisbane

Chloe Besant

Finance Manager

Sydney

Amanda Bradley

Operations Analyst

Sydney

Adam Brennan

Adviser & Partner

Perth

Brittney Brockhurst

Associate

Sydney

Kieran Brogle

Adviser

Perth

Robert Buckley

Adviser & Partner

Sydney

Patrick Carter

Investment Analyst

Sydney

Cindy Chiuman

Senior Associate

Perth

Sabil Chowdhury

Adviser & Partner

Sydney

James Christopher

Adviser & Partner

Brisbane

Nick Churkovich

Associate

Sydney

David Clark

Adviser & Partner

Sydney

Darcy Cleeve

Associate

Melbourne

Ned Clonan

Associate

Melbourne

Hong Dang

Associate

Melbourne

James Dargaville

Associate

Sydney

Leon Dier

Adviser & Partner

Sydney

Matthew Donat

Adviser & Partner

Melbourne

Will Douglas

Adviser & Partner

Brisbane

Simon Duckett

Adviser & Partner

Sydney

Peter Dunn

Adviser & Partner

Sydney

Rebecca Elepano

Senior Associate

Sydney

Sebastian Ferrando

Adviser & Partner

Brisbane

Emma Fitzgerald

Head of Human Resources & Partner

Sydney

Rachel Frost

Head of Business Services

Perth

Anna Garden

Senior Associate & Office Manager

Brisbane

Lisa Gay

Non-Executive Director

Melbourne

Mark Goh

Head of Investment Operations

Sydney

Taymar Gordon

Associate

Perth

James Gouldson

Head of Managed Portfolios & Partner

Perth

Melanie Graham

Senior Associate & Office Manager

Melbourne

Mathias Hadet

Paraplanner

Perth

Jack Hannah

Associate

Melbourne

Matt Hawgood

Investment Analyst

Perth

James Hawthorne

Adviser & Partner

Sydney

Paul Heath

Chief Executive Officer & Partner

Sydney

Steven Hendry

Adviser & Partner

Perth

Cassandra Hinze

Chief Client Officer | Partner

Sydney

Cassandra Hirst

Adviser & Partner

Sydney

Adam Horton

Adviser & Partner

Sydney

Leanne Jago

Senior Associate

Sydney

Cheryl Jecks

Administration Services

Perth

Brendan Jones

Adviser & Partner

Melbourne

Rebecca Jones

Senior Associate

Melbourne

David Knowles

Head of Philanthropy & Social Capital | Partner

Sydney

Michelle Lam

Senior Associate

Sydney

Brigette Leckie

Chief Economist | Partner

Sydney

Victoria Lindores

Adviser & Partner

Melbourne

Justin Lucas

Adviser & Partner

Melbourne

Frank Macindoe

Adviser & Partner

Sydney

Michael Massey

Adviser & Partner

Sydney

Alison Matthews

Adviser & Partner

Melbourne

Sam McClennan

Associate

Brisbane

James McCorquodale

Associate

Sydney

Daniel Meech

Adviser & Partner

Sydney

James Middleditch

Adviser & Partner

Melbourne

Vanessa Montagne

Associate

Sydney

Charles Moore

Adviser & Partner

Sydney

Fiona Morris

Head of Legal Risk & Compliance | Partner

Sydney

Maanvi Mudgil

Associate

Melbourne

Hagai Netser

Head of Investment Research & Partner

Sydney

Lisa Nguyen

Associate

Sydney

Tom Oryl

Adviser

Sydney

Jane Peddie

Associate

Sydney

Mark Pollasky

Adviser & Partner

Sydney

Stephanie Prsa

Associate

Melbourne

Lochie Radcliffe

Associate

Sydney

Terusha Ramchund

Responsible Investment Specialist

Sydney

Vinay Ramesh

Adviser

Sydney

David Ransom

Adviser

Melbourne

Will Ratcliffe

Associate

Sydney

Angela Ray

Senior Associate

Brisbane

Quentin Reeve

Chief of Staff & Partner

Sydney

Andrew Rothery

Non-Executive Director

Sydney

Jordan Ryan

Adviser

Sydney

Kashfi Saber

Associate

Sydney

Isabella Sepede

Adviser

Perth

Bevan Smith

Adviser & Partner

Perth

Riley Somers

Senior Associate

Perth

Justine Spiteri

Associate

Sydney

Nick Stanley

Senior Associate

Melbourne

Ted Strapp

Associate

Sydney

Elga Subiakto

Associate

Melbourne

Sophia Todd

Office & Events Manager

Sydney

Craig Tonkes

Adviser & Partner

Sydney

Steve Tucker

Non-Executive Chairman & Partner

Sydney

Yasmin Turnbull

Senior Associate

Sydney

Nik Velde

Adviser & Partner

Brisbane

Farren Williams

Adviser & Partner

Melbourne

Chris Wilson

Philanthropy & Social Capital | Partner

Melbourne

Tyler Woodhouse

Associate

Perth

Phoebe Wright

Team Co-Ordinator - ISG

Sydney

Amanda Zhang

Senior Associate

Sydney

Norman Zhang

Chief Investment Officer | Partner

Melbourne

Bi Zhou

Senior Analyst

Sydney

Lisa Gay

Non-Executive Director

Melbourne

Paul Heath

Chief Executive Officer & Partner

Sydney

Andrew Rothery

Non-Executive Director

Sydney

Steve Tucker

Non-Executive Chairman & Partner

Sydney

Sean Abbott

Adviser & Partner

Sydney

Regina Abood

Company Secretary & Partner

Sydney

Sam Agnew

Chief Operating Officer & Chief Financial Officer, Partner

Sydney

Ben Andreou

Adviser | Head of Structuring & Tax | Partner

Sydney

Troy Armstrong

Adviser & Partner

Melbourne

Jonathan Ayres

Managing Partner

Melbourne

Paul Begley

Adviser & Partner

Perth

Adam Brennan

Adviser & Partner

Perth

Robert Buckley

Adviser & Partner

Sydney

Sabil Chowdhury

Adviser & Partner

Sydney

James Christopher

Adviser & Partner

Brisbane

David Clark

Adviser & Partner

Sydney

Leon Dier

Adviser & Partner

Sydney

Matthew Donat

Adviser & Partner

Melbourne

Will Douglas

Adviser & Partner

Brisbane

Simon Duckett

Adviser & Partner

Sydney

Peter Dunn

Adviser & Partner

Sydney

Sebastian Ferrando

Adviser & Partner

Brisbane

Emma Fitzgerald

Head of Human Resources & Partner

Sydney

James Gouldson

Head of Managed Portfolios & Partner

Perth

James Hawthorne

Adviser & Partner

Sydney

Paul Heath

Chief Executive Officer & Partner

Sydney

Steven Hendry

Adviser & Partner

Perth

Cassandra Hinze

Chief Client Officer | Partner

Sydney

Cassandra Hirst

Adviser & Partner

Sydney

Adam Horton

Adviser & Partner

Sydney

Brendan Jones

Adviser & Partner

Melbourne

David Knowles

Head of Philanthropy & Social Capital | Partner

Sydney

Brigette Leckie

Chief Economist | Partner

Sydney

Victoria Lindores

Adviser & Partner

Melbourne

Justin Lucas

Adviser & Partner

Melbourne

Frank Macindoe

Adviser & Partner

Sydney

Michael Massey

Adviser & Partner

Sydney

Alison Matthews

Adviser & Partner

Melbourne

Daniel Meech

Adviser & Partner

Sydney

James Middleditch

Adviser & Partner

Melbourne

Charles Moore

Adviser & Partner

Sydney

Fiona Morris

Head of Legal Risk & Compliance | Partner

Sydney

Hagai Netser

Head of Investment Research & Partner

Sydney

Mark Pollasky

Adviser & Partner

Sydney

Quentin Reeve

Chief of Staff & Partner

Sydney

Bevan Smith

Adviser & Partner

Perth

Craig Tonkes

Adviser & Partner

Sydney

Steve Tucker

Non-Executive Chairman & Partner

Sydney

Nik Velde

Adviser & Partner

Brisbane

Farren Williams

Adviser & Partner

Melbourne

Chris Wilson

Philanthropy & Social Capital | Partner

Melbourne

Norman Zhang

Chief Investment Officer | Partner

Melbourne

Your career

Thanks to our culture of shared ownership and responsibility, we continue to attract Australia’s most experienced private wealth professionals. This is a dynamic, supportive workplace where you can thrive.

Life at Koda

At Koda, our collegiate workplace culture is founded in three simple but non-negotiable values. They guide our behaviours as individuals, teams and as a company, and they inform the way we select our people.

Courage

We say it as it is. Ready to challenge the status quo, we’re always striving to learn and improve through open feedback.

Quality

Our work is always excellent, but our relationships are profound. We take pride in our collective efforts.

Integrity

Trust is earned, not an entitlement. We act honestly and according to a strong ethical framework, and show our appreciation.