Caitlin joined Koda in July 2024 as an Adviser & Partner.
Caitlin brings over 12 years of experience in the finance industry to her role as Adviser and Partner at Koda. Before her tenure at Koda, Caitlin served as a director at JBWere, where she provided high-net-worth individuals and families with tailored investment advice and strategic financial planning.
Caitlin is dedicated to delivering high-quality, customised advice that aligns with each client’s specific objectives, values, and risk tolerance. She has a holistic approach, designing bespoke and tax-efficient financial frameworks that support clients’ investment strategies.
Her professional ethos is centred on transparency, mutual trust, and integrity and her commitment towards fostering long-term, respectful relationships with her clients is driven by a deep sense of loyalty and integrity.
In addition to her work with individual clients, Caitlin has significant experience advising for-purpose organisations on investment governance. She ensures that these organisations’ investment portfolios are closely aligned with their mission and purpose. Caitlin’s commitment to philanthropic causes is further exemplified by her role on the Board of the Children’s First Foundation, an organisation she is deeply passionate about.
She holds a Bachelor of Commerce, a Graduate Diploma of Financial Planning, and is an Accredited Derivatives Adviser.