Adviser & Partner
Adam is an Adviser and Partner at Koda Capital and has worked in financial markets and wealth management since 2005.
He is passionate about working with and understanding families and knows that his clients have different aspirations, objectives and priorities. It is when strong connections are made that truly successful relationships are built and great outcomes are achieved.
Adam offers a team-based approach utilising the specialist knowledge of the group that includes structuring and tax, investment research, family leadership and philanthropy
Koda’s independence allows him to provide holistic and un-conflicted advice. He works closely with individuals, families, institutions and non-profit organisations, providing them with bespoke wealth management advice including financial structuring and strategy, superannuation and retirement planning, investment strategy, strategic and tactical asset allocation, portfolio construction and proactive investment portfolio management.
Adam’s qualifications include a Bachelor of Commerce (Accounting and Finance), an Advanced Diploma of Financial Planning and he is also an accredited derivatives adviser. Prior to joining Koda, Adam spent seven years with Commonwealth Private and a further four years with the Commonwealth Bank.