Isabella has worked in the financial services industry for 8 years.
Isabella is an experienced financial adviser who works with high and ultra high-net-worth individuals, multi-generational families, and philanthropic foundations on long term wealth preservation and growth.
Isabella began her career in financial services in 2015. As a trusted adviser, Isabella provides clients with holistic wealth management advice across investment portfolio management, superannuation (including SMSFs), retirement planning, strategic structuring, intergenerational wealth transfer, philanthropy, governance and asset protection.
Dedicated to financial advocacy, Isabella helps clients build the confidence to make purposeful decisions regarding their capital. By seamlessly coordinating with accountants, lawyers, and other specialists across a client’s advice network, she delivers a cohesive, family office-style experience.
Isabella is a Certified Financial Planner® (CFP®) and holds a Bachelor of Commerce (UWA), along with an Advanced Diploma of Financial Planning, and is a member of the Financial Advice Association of Australia (FAAA).
Isabella is part of the Koda Capital WA team (previously Redwood Wealth Alliance).