Our Team

Experts in wealth management, committed to your success.

Meet the team

Sean Abbott

Adviser & Partner

Sydney

Regina Abood

Company Secretary

Sydney

Sam Agnew

Chief Operating Officer & Chief Financial Officer, Partner

Sydney

Farial Ameen

Philanthropy Analyst

Sydney

Ben Andreou

Adviser | Head of Structuring & Tax | Partner

Sydney

Kalai Aravindan

Associate

Sydney

Troy Armstrong

Adviser & Partner

Melbourne

Jonathan Ayres

Managing Partner, Victoria

Melbourne

Brittney Brockhurst

Adviser Assistant

Sydney

Robert Buckley

Adviser & Partner

Sydney

Sabil Chowdhury

Adviser & Partner

Sydney

James Christopher

Adviser & Partner

Brisbane

David Clark

Adviser & Partner

Sydney

Jason Coggins

Head of Managed Fund Research | 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

Rebecca Elepano

Adviser Assistant

Sydney

Anna Garden

Adviser Assistant & Office Manager

Brisbane

Lisa Gay

Non-Executive Director

Melbourne

Mark Goh

Investment Analyst

Sydney

Carl Goodin

Compliance Manager

Melbourne

Melanie Graham

Adviser Assistant & Office Manager

Melbourne

James Hawthorne

Adviser & Partner

Sydney

Paul Heath

Chief Executive Officer & Partner

Sydney

Cassandra Hirst

Adviser & Partner

Sydney

Adam Horton

Adviser & Partner

Sydney

Torty Howard

Head of Advice Services & Partner

Sydney

Leanne Jago

Adviser Assistant

Sydney

Brendan Jones

Adviser & Partner

Melbourne

Rebecca Jones

Adviser Assistant

Melbourne

Toni Jones

Adviser Assistant

Melbourne

David Knowles

Head of Philanthropy & Social Capital | Partner

Sydney

Michelle Lam

Adviser Assistant

Sydney

Brigette Leckie

Chief Investment Officer | Partner

Sydney

Victoria Lindores

Adviser & Partner

Melbourne

Justin Lucas

Adviser & Partner

Melbourne

Frank Macindoe

Adviser & Partner

Sydney

Louis Manderson

Adviser Assistant

Brisbane

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 Risk & Compliance | Partner

Sydney

Hamish Murray

Adviser Assistant

Sydney

Tom Oryl

Associate

Sydney

Jennifer Platen

Adviser Assistant

Brisbane

Mark Pollasky

Adviser & Partner

Sydney

Vinay Ramesh

Associate

Sydney

David Ransom

Associate

Melbourne

Will Ratcliffe

Associate

Sydney

Angela Ray

Associate

Brisbane

Sharona Reddy

Adviser Assistant

Sydney

Quentin Reeve

Chief of Staff & Partner

Sydney

Andrew Rothery

Non-Executive Director

Sydney

Jordan Ryan

Associate Adviser

Sydney

Brooke Simpson

Adviser Assistant

Sydney

Nick Stanley

Associate Adviser

Melbourne

Sophia Todd

Office & Events Manager

Sydney

Craig Tonkes

Adviser & Partner

Sydney

Steve Tucker

Non-Executive Chairman & Partner

Sydney

Yasmin Turnbull

Associate

Sydney

Nik Velde

Adviser & Partner

Brisbane

David Watts

Associate

Sydney

Farren Williams

Adviser & Partner

Melbourne

Chris Wilson

Philanthropy & Social Capital | Partner

Melbourne

Nicholas Xue

Investment Analyst

Sydney

Sare Yilmaz

Business Analyst

Melbourne

Amanda Zhang

Adviser Assistant

Sydney

Bi Zhou

Research 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

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, Victoria

Melbourne

Robert Buckley

Adviser & Partner

Sydney

Sabil Chowdhury

Adviser & Partner

Sydney

James Christopher

Adviser & Partner

Brisbane

David Clark

Adviser & Partner

Sydney

Jason Coggins

Head of Managed Fund Research | 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

James Hawthorne

Adviser & Partner

Sydney

Paul Heath

Chief Executive Officer & Partner

Sydney

Cassandra Hirst

Adviser & Partner

Sydney

Adam Horton

Adviser & Partner

Sydney

Torty Howard

Head of Advice Services & Partner

Sydney

Brendan Jones

Adviser & Partner

Melbourne

David Knowles

Head of Philanthropy & Social Capital | Partner

Sydney

Brigette Leckie

Chief Investment Officer | 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 Risk & Compliance | Partner

Sydney

Mark Pollasky

Adviser & Partner

Sydney

Quentin Reeve

Chief of Staff & Partner

Sydney

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

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.