Elizabeth Watson

Adviser & Partner

Location

Melbourne

Libby joined Koda Capital in June 2024 as an Adviser & Partner

Libby holds a BSc from Melbourne University, an Advanced Diploma in Financial Planning (AdvDFP) and also the Financial Planning Association peak international certification of Certified Financial Planner (CFP).

Libby advises on investment management, portfolio construction, strategic advice, risk management and longer-term wealth accumulation strategies. Her clients include high net wealth individuals and families, senior executives and business owners.

Before joining Koda, Libby spent seventeen years at NAB Private and JBWere providing wealth management and investment advice to high net worth individuals and families, and for purpose organisations.

Away from work Libby enjoys spending time hiking and volunteering in various capacities and sits on the board for Latitude: Directions for Young People, an organisation in Melbourne’s west that assists young people at risk of homelessness.

 

Location

Melbourne