The non-aligned advice firm headed by former NAB execs Steve Tucker and Paul Heath has recruited two new advice partners from PwC and CBA respectively.
Former PricewaterhouseCoopers director Ben Andreou has joined the company as a partner and director of specialist advice.
Mr Andreou was an adviser in PwC’s private client business, working with high-net-worth (HNW) families.
Luther Poier, a former private wealth adviser at the Commonwealth Bank, has also joined the Koda partnership, according to a statement from the firm.
While at CBA he “provided specialist investment advice to many of Australia’s wealthiest individuals and families”, the statement said.
Koda Capital was launched in late 2014, aiming to provide "independent" advice to HNW clients.
Former Godfrey Pembroke adviser Sean Abbott also recently joined the firm as a partner.
The regulator has launched Federal Court proceedings to appoint receivers to the responsible entity for three managed ...
Amid ongoing discussions around the affordability of advice, a practice head has suggested that advisers need to use ...
According to an adviser, the price of having all documentation templated through AI can be as low as $550 a year, ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin