Katie joined Koda Capital in July 2024 and provides support to Matt Donat, David Ransom and Nick Stanley.
Katie joined Koda Capital in July 2024 and is an Associate working with Advisers Matt Donat, Stephanie Patrick and David Ransom.
Katie supports the advice team of Matt Donat, Stephanie Patrick and David Ransom with client investment portfolio and strategy work. She works alongside Nick Stanley and Georgia Watson to service high net worth families and not-for-profit organisations.
Katie is part of Koda’s Adviser Development Program and is in the process of completing her Professional Year (PY) under the supervision of Matt Donat and Stephanie Patrick. She holds a Bachelor of Commerce (Finance) and has completed her Graduate Diploma in Financial Planning.