Steve Tucker – The importance of advic‪e‬

05 Feb 2021

Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it carries for high net worth individuals. Steve and David also touch on the transition from vertically integrated financial advice business models into the independent advice firms of today.

As Chief Executive Officer of MLC until 2013, Steve was responsible for all of NAB’s Wealth businesses including MLC, NAB Private Wealth, and JBWere, with combined revenues exceeding $1bn per annum and over 5,000 staff.

Steve has extensive financial and investment advice experience and has been a vocal and effective champion of reform and cultural transformation within the wealth management industry. Additionally, he is a director of the Banking and Finance Oath, and the chairman of Urbis.

Subscribe to Koda insights

*Please note that the majority of research Koda produces and distributes is client-access only. Subscribing to the insights distribution list will only give you access to publicly available Koda reports.