Vinay works as an Associate on an adviser team comprised of Frank Macindoe, James Hawthorne and Brooke Simpson. Vinay has a strong understanding of domestic and international equities, fixed income and alternative assets as well as the role they play within a client’s overall asset allocation. He assists with relationship management, investment analysis and execution as well as other various administrative roles.
Prior to Koda, Vinay gained 3 years of experience within the private wealth management space in his previous role at JBWere as a Senior Analyst. At JBWere he supported a team of four Advisers in looking after High Net Worth clients. His duties included providing investment recommendations, trade execution, maintaining the compliance of the client book and assisting in the overall portfolio management process. Vinay joined JBWere after completing the NAB Graduate Program.
Vinay holds a Bachelor of Commerce (Professional Accounting) from Macquarie University and has passed his Level 1 and level 2 CFA Exams.