As an associate, Kalai works with David Clark assisting him with planning and implementation of the financial strategies for high net worth clients.
Kalai’s qualifications include a Master of Financial Planning and Graduate Diploma of Financial Planning.
Prior to joining Koda, Kalai worked as Paraplanner/Client Investment Manager with Clark Pacific Private Wealth Management for over 9 years providing high quality service and support. Her previous experience includes various administrative roles with MLC in adviser remuneration, adviser relationship management and phone based adviser teams.
Kalai is passionate about delivering exceptional service to clients and she appreciates the complexities involved in providing financial planning advice.