Angela has decades of experience working with High Net Worth individuals, families and Non-For-Profit organisations.
Angela is a Senior Associate and works alongside Adviser & Partner Will Douglas. Angela has nearly 20 years of experience working with sophisticated high net worth individuals as well as not-for-profit organisations across portfolio administration, client management, portfolio optimisation and construction, asset allocation and risk management.
Prior to Koda, she worked at UBS, Morgan Stanley, Commonwealth Private Bank and Citi Smith Barney.
Angela is bilingual and is one of the very few Mandarin speaking private wealth specialists in Queensland.