Brittney works with Charles Moore and Peter Dunn as an Associate.
Brittney supports the advice team of Charles Moore and Peter Dunn with portfolio and client work and is participating in Koda’s Adviser Development Program. She works alongside James Dargaville and Justine Spiteri to service high net worth families and not-for-profit organisations.
Brittney is responsible for investment execution, cash management, reconciliation, reporting, corporate actions, portfolio administration, settlement of a diverse range of products for both domestic and international platforms and is a regular contact for clients.
She completed her Bachelor in Business at the Queensland University of Technology, with a major in Accounting and second major in Finance. Brittney has completed Regulatory Guide 146, holds a Graduate Diploma in Financial Planning, and is in the process of completing her professional year under the experienced team of Charles Moore and Peter Dunn.