Will joins Koda with over 17 years of wealth management experience.
Will works closely with private individuals and families, Not-for-Profit organisations and small institutions to ensure they get the best possible wealth management experience. He advises across a wide range of asset classes including cash, fixed income, equities (both domestic and international), managed funds, alternative investments, lending, derivatives and foreign exchange. Will leverages Koda’s four core service teams (and the relevant specialists in each area) to provide clients with solutions that meet their unique goals, motivations, and aspirations.
Prior to Koda, Will advised clients at UBS Wealth Management (Brisbane), Merrill Lynch (London) and Ord Minnett (Brisbane).
Will earned a graduate diploma in Applied Finance from the Securities Institute of Australia and studied Commerce and Economics at the University of Queensland.