Mathew joins Koda with over 20 years experience in the Wealth Management Industry.
Mathew is a trusted adviser working closely with senior executives, business owners, high net worth individuals & families and Not-for-Profit organisations. Mathew provides value to his clients through his comprehensive knowledge of investments, portfolio construction, asset protection and estate planning whilst drawing on Koda’s depth of resources and talent.
Mathew holds a Bachelor of Business, an Advanced Diploma of Financial Services and the Financial Planning peak certification of Certified Financial Planner CFP.