Trix joined Koda in August 2025 as an Associate working in a team with Adviser Simon Duckett
Trix joined Koda with over nine years of experience in financial services, specialising in client services and operational support.
Prior to joining Koda, she held senior roles at well-respected boutique financial advice firms, where she led client service teams, streamlined operations, and supported advisers in delivering exceptional client outcomes.
She has extensive experience across the full advice life cycle, from onboarding and assisting with client reviews to implementing investment recommendations and maintaining client portfolios.