Shaun joined Koda in February 2025 as an Adviser & Partner
Shaun has a financial markets career spanning more than 20 years, including 8 years at Morgan Stanley (Head of Product and Capital Markets), 7 years at UBS (Head of Product) and another 5 years working for Family Offices as a dealer/investment analyst.
He provides investment advice, governance, policy, strategy and portfolio management services to high net-worth individuals, families and not-for-profit organisations.
These clients have unique needs including bespoke investment strategies for tailored risk/return objectives, a preference for low volatility investment across asset classes to preserve and grow capital in real terms, cash flow and investment income to support mission delivery and intergenerational wealth objectives and tax optimisation strategies while meeting specific liquidity and investment time frames.
Shaun holds a Bachelor of Commerce (Finance) and a Bachelor of Social Science (International Relations) from the University of New South Wales. He also holds a Graduate Diploma of Applied Finance and Investment (Wealth Management) from Kaplan Australia.
Shaun works alongside Luke King in a team to provide clients with investment outcomes in a transparent, prudent, ethical and cost-effective manner.