Adviser & Partner
Farren has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, succession planning, superannuation advice, estate planning and integrating philanthropy into wealth planning.
Farren has provided tailored financial solutions to wealthy individuals and families, non-profits and charitable foundations since the early 2000s. She has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, responsible & impact investing, succession planning, superannuation, estate planning and integrating philanthropy into wealth planning. Working closely with her clients, Farren takes the time to understand what is important to each client and to design tailored advice to meet these needs. For this reason, she chooses to work with a small number of clients to ensure that every client receives a high level of personalised service.
In addition to being a Partner at Koda, Farren is the Chairman of the Board of the Royal Botanic Gardens Foundation Victoria & a member of the Finance & Audit Committee, is on the Board of the Responsible Investment Association of Australasia (RIAA) and on the RIAA Certification Assessment Panel. She has previously been on the Investment Committee of The Myer Foundation and the Investment Committee of the Aesop Foundation.
Farren is a Certified Financial Planner and is a Graduate of the Australian Institute of Company Directors (Order of Merit).
Farren loves being an adviser and is energised by the opportunity to make a difference to families and mission-based organisations and to work alongside amazing people.