This role will be responsible for ensuring Koda maintains the highest levels of integrity throughout every aspect of our client relationships.
As an ambassador of Koda's quality focused culture, the person in this role will provide exceptional service to clients and will be involved in face-to-face and phone-based client interactionsA typical day will.See you supporting our adviser teams by assisting with client queries and needs and liaising with third-party service providers such as accountants and lawyers.
Koda's clients include wealthy individuals & families and charities & charitable foundations.What you will bring.2-3 years relevant experienceA willingness to learn and develop towards a longer-term advisory career pathwayAligned academic qualificationsA proven interest in the investment advisory landscapePrepared to understand, learn and master the transactions required of an adviser support roleCuriosity, attention to detail and a high level of confidentiality and accountabilityAt Koda, our collegiate workplace culture is founded on three easy but non-negotiable values: quality, courage, and integrity.
They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.Investors deserve genuinely independent advice – and the better outcomes that come with it.
That's why we have pioneered a distinctively different approach to wealth management.
We have led the profession by putting client interests first.




Because we have no product alignment, we can source the right solution for our clients' goals and access every potential opportunity for better outcomes.Thanks to our culture of shared ownership and responsibility, we continue to attract Australia's most experienced private wealth professionals.
This is a dynamic, supportive workplace where you can thrive alongside a team with a collective depth of expertise and commitment to excellence.Purpose, community, and accomplishment are at the heart of what we do—and our **** employee engagement survey results reflect this commitment.
Guided by ethical leadership and a focus on delivering meaningful experiences, we provide an environment where you can thrive and make a real impact.
Join us and be part of a team that values your contributions and supports you and your growth.And there's moreA learning and development plan tailored for your career ambitions and pathwayGenerous leave provisionsAnnual Koda dayInclusive (and fun!) social events and activitiesAn opportunity to earn into equity, and participate in the future success of the firm as a business ownerMonthly mobile phone and wi-fi allowanceTwo paid volunteer days to give back to your communityOpportunities to participate in Koda's Allies Program and Koda's Endowment which enables Koda team members to connect with and support the communities around usAnd lots of elephants.......
we can explain at your interview
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📌 Associate (Brisbane)
🏢 Koda Capital
📍 Brisbane