Julia joined Koda in February 2026 as a Senior Adviser
Julia advises individuals, families, charitable organisations and select institutions on investment strategy and long-term financial direction.
With more than 20 years’ experience in the wealth management industry, Julia is focused on providing genuinely independent advice, supporting clear decision-making, strong governance and disciplined portfolio construction. She works with clients to articulate their goals and strives to tailor a strategy and investment portfolios to meet those objectives, whether they are growth, income, capital preservation, philanthropic or impact.
Julia is a board member of the Ethical Advisers’ Co-op and a certified adviser with the Responsible Investment Association Australasia (RIAA). She has deep experience in ethical, responsible and impact investing, constructing portfolios that balance environmental and social values with appropriate risk and return.
Julia holds a Bachelor of Business from UTS and is a Certified Investment Management Analyst (CIMA®), with postgraduate qualifications in applied finance and financial planning.