Tom works as an Associate alongside Adviser & Partner David Clark and Associate Kalai Aravindan. Tom is responsible for assisting with the implementation of financial strategies for high net worth individuals, families and organisations.
Tom is passionate about helping clients meet their goals and providing them with financial peace of mind. Prior to joining Koda, Tom spent 3 years across multiple roles at both State Street and UBS Investment Bank, where he most recently worked in a support function to the equity derivative trading desks.
Tom holds a Bachelor of Commerce (Finance) from Macquarie University, and is also completing his Graduate Diploma of Financial Planning.