Adviser & Partner
Adam is an Adviser and Partner at Koda Capital and has worked in the wealth management and financial services industry since 2013.
Adam provides comprehensive advice solutions to clients across a range of areas including investment and portfolio management, tax planning, executive share schemes, business advice, structuring and asset protection.
Adam is the trusted adviser to clients with a variety of backgrounds such as medical specialists, business owners, company executives, retirees and other professionals. Adam’s focus is on building a personalised and long term relationship with each of his clients and their families.
Adam’s qualifications include a Bachelor of Commerce (Finance and Banking), a Master of Financial Planning and he is also a Financial Planner AFP member of the Financial Planning Association of Australia.
Adam is part of the Koda Capital WA team (previously Redwood Wealth Alliance).