Adviser & Partner
Leon is an experienced adviser to high net wealth and ultra-high net wealth individuals and their families.
As a trusted adviser, Leon provides clients with holistic wealth management advice including strategic taxation advice, superannuation and retirement planning, structuring of investments and asset protection.
Prior to joining Koda, Leon held roles in the Private Bank of Credit Suisse and the Private Clients team at PricewaterhouseCoopers in Sydney.
Leon is a member of the Institute of Chartered Accountants Australia and New Zealand and also holds Bachelor of Commerce (Accounting and Finance) and Bachelor of Arts (Chinese Studies) degrees from the University of New South Wales.