Mat is a paraplanner who works with the advisers and the client services team to deliver sound financial advice.
Mat works with the advisers and the client services team to assist in many areas relating to the onboarding and ongoing administration for clients.
Mat also helps advisors service a small number of clients. Prior to joining Koda, Mat worked at Redwood Wealth Alliance for just over three years, and before that, at Smith Coffey for three and a half years.
Mat holds a Bachelor of Commerce with a major in Economics and Finance. Mat has also completed the RG146 Diploma and the FASEA approved Graduate Certificate of Financial planning.
Mat is part of the Koda Capital WA team (previously Redwood Wealth Alliance).