Sam joined Koda Capital in August 2022 and is a Senior Associate working with Adviser James Christopher.
Prior to joining Koda, Sam worked for a Brisbane based wealth manager. He works closely with our High Net Wealth clients and Not-For-Profit clients and focuses on delivering a high level of client service and administration.
Sam is responsible for assisting with the preparation and implementation of financial strategies, helping clients meet their goals and providing them with financial peace of mind.
Sam graduated with a Bachelor of Business (Economics & Management) from Queensland University of Technology. He has also completed a Graduate Diploma in Financial Planning and currently is in the process of completing his Professional Year.