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.
Among the most significant issues within its regulatory remit, ASIC has highlighted unsuitable superannuation advice ...
The risk of a PY adviser leaving once they complete their training is a considerable roadblock for many advice firms, ...
Despite being heralded as the cure for advice inaccessibility, industry consultants say low take-up of digital advice ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin