Simon joined Koda Capital in May 2025 as an Associate.
Simon’s last role was as an associate adviser in a retail wealth management business. Simon relishes developing long lasting relationships with his clients and assisting them in achieving their wealth objectives and goals over time.
Simon is currently undergoing his Professional Year (PY) and his day to day role includes working with Dan on Financial planning / portfolio modelling / strategy formulation / investment mandate development / asset allocation / portfolio construction / investment selection and portfolio management.
Simon’s qualifications include a Bachelor of Commerce and a Bachelor of IT both from the University of Canberra as well as having completed a Graduate Diploma in Financial Planning from Kaplan Professional. Simon also completed the CFA Investment Foundations Certificate.