Lisa works with Advisers Cassandra Hirst & Craig Tonkes
Lisa joined Koda Capital in November 2021.
She is responsible for general administration as well as being a regular contact for clients.
Prior to joining Koda Capital, Lisa worked as a Client Services Manager / Paraplanner at Customised Financial Planning for over 3 years.
Lisa is passionate about providing exceptional services and aims to further her studies in finance within the next few years to better appreciate her clients’ needs.