Adviser & Partner
Bevan has been in the financial services industry for some 35 years providing investment and strategic wealth advice to wealthy individuals, families and not for profit organisations.
Bevan has spent time as a banker with National Australia Bank and in more recent roles with Solomon Smith Barney and Macquarie Bank as an investment adviser managing client relationships and investment portfolios for a range of retail, wholesale and institutional clients. He joined Redwood Wealth Alliance in January 2019 and joined Koda Capital in 2022 as part of the Koda / Redwood acquisition.
He has lectured for the Australian Stock Exchange in stock market education and has tutored in finance at Edith Cowan University. He holds a Bachelor of Science (Psychology),a Graduate Diploma in Business (Finance) and is a Graduate of the Australian Institute of Company Directors.
Bevan has also been a presenter on financial and investment matters for the ABC and has also provided commentary on financial and investment matters for TV news for the ABC and Channels 7 and 9.
Bevan is also active in community engagement having been on not for profit boards for over 10 years with a current role with the board and Investment/Property committee of disability provider Activ Foundation Inc. He is a mentor in the UWA Student Mentoring program.
Bevan spends his spare time with his young family, loves to walk and run in the early mornings and on winter Saturday afternoons goes with his family to support their beloved Claremont Tigers!
Bevan is part of the Koda Capital WA team (previously Redwood Wealth Alliance).