Victoria is an experienced adviser to individuals and families, business owners and not-for-profit organisations, and has been involved in managing wealth for clients since 2001.
As a trusted adviser, Victoria aims to provide clients with tailored wealth management solutions through exceptional and welcoming service. Her expertise includes asset allocation, portfolio construction, structuring, investment selection, governance and preferences for responsible investment strategies. Victoria is passionate about taking the time to discover and understand each client’s distinctive goals, motivations and concerns.
Prior to joining Koda, Victoria spent 11 and a half years in the Investment Advisory division at Pitcher Partners Melbourne and has also held roles with ANZ Private and BDO Wealth Management (Sydney). Victoria is a Certified Financial Planner and holds a Bachelor of Commerce from the University of Melbourne. She is a member of the Financial Planning Association and the Responsible Investment Association Australasia.