Olivia Charles

Associate

Location

Perth

Olivia joined Koda Capital in June 2024 and works as an Associate with Adviser Mathew Stinton

Olivia has over 20 years experience in the financial planning industry commencing straight after business college and she has worked in client service roles with varied duties over the years.

Olivia has worked with Mathew Stinton of Stinton Wealth Management for 16 years broadening her skill set to manage the service requirements of their clients and completing comprehensive advice documents and paraplanning and has now moved with Mathew to Koda Capital.

She loves being organized and providing clients with efficient service and assistance and believes the trust clients place on us is key to our success.

In her spare time Olivia enjoys spending quality time with family and friends, reading, painting and music.

 

 

 

Location

Perth