Farren has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, succession planning, superannuation advice, estate planning and integrating philanthropy into wealth planning.

Working closely with her clients, Farren takes the time to understand what is important to each client and to design tailored advice to meet these needs. For this reason, she chooses to work with a small number of clients to ensure that every client receives a high level of personalised service.

In addition to her work at Koda, Farren is on the Board of the Royal Botanic Gardens Foundation Victoria and Chairs its Finance and Audit Committee, is on the Board of the Responsible Investment Association Australasia (RIAA) and on the RIAA Certification Assessment Panel and is on the Investment Committee of the Aesop Foundation.

Prior to Koda, Farren was a Client Director at The Myer Family Company. During this time, she was also a member of the Investment Committee of The Myer Foundation where she was involved in updating the foundation’s investment policy, portfolio strategy and undertaking due diligence which culminated in the foundation’s first impact investment in 2015.

Farren is a Certified Financial Planner and is a Graduate of the Australian Institute of Company Directors (Order of Merit).

Farren loves being an adviser and is energised by the opportunity to make a difference to families and mission-based organisations and to work alongside amazing people.

 

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