电子邮件 | nic***@***.com | 获取Email |
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电子邮件 | nic***@***.com | 获取Email |
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At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients' needs first. We are proud to be pioneers, offering professional services that are unencumbered by outdated ownership structures and practices. Our focus is on providing our clients with the best possible wealth management experience and tailored financial solutions that are well-informed, independent, and transparent. • • • • • • • • • • • • • • • Our holistic wealth management services fall into four categories: Structuring & Tax – Organising our clients' portfolios through structures that deliver peace of mind. Investment Strategy – Protecting and growing our clients' wealth by investing their portfolios wisely and appropriately. Philanthropy & Social Capital – Helping to achieve social good by providing expert and impartial advice to altruistic individuals and families, as well as charitable foundations. Intergenerational Wealth – Guiding wealth through the generations so our clients' families can build on the successful foundations laid by their predecessors. • • • • • • • • • • • • • • • At Koda Capital, we are: Proudly Independent - The financial advice we provide is genuinely independent and trustworthy, with no conflicts of interest, no favoured product alignments, and no commission-linked sales targets. Highly Specialised - Our sole focus is private wealth management, which optimises our specialist knowledge and positions our clients' needs as our first priority. Experienced - Our advisers and staff include some of the industry's most experienced wealth professionals, with outstanding track records in client service. Client focused - We believe that as advisers we should be rewarded according to the strength of our client relationships and the success of our financial strategies, not by our ability to promote specific products. • • • • • • • • • • • • • • •
公司 | Koda Capital |
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职位 | Associate |
地点 | Australia |
http://www.linkedin.com/in/nicholas-stanley-0bb08069 | |
部门 | |
头衔 | Associate |
Koda Capital Associate
2021-07-01 -
Findex Paraplanner
2021-04-01 - 2021-07-01
Findex Client Services Officer
2019-07-01 - 2021-03-01
Findex Client Services
2018-05-01 - 2019-06-01
Technology Tree IT Administrator
2015-09-01 - 2018-04-01
Nicholas Stanley 在 Koda Capital 担任 Associate
Nicholas Stanley 在 Koda Capital 的职位是 Associate
Nicholas Stanley 的电子邮件地址是 nic***@***.com
Nicholas Stanley 的电话号码是 -
Nicholas Stanley 的公司电话号码是 +612****
Nicholas Stanley 在 financial services 工作。
Nicholas Stanley 的一些同事包括Leon Dier、Justin Lucas、Sabil Chowdhury、Yasmin TurnbullKashfi Saber、。
Nicholas Stanley联系方式: 电子邮件地址:nic***@***.com 电话号码:-
Nicholas Stanley 的个人领英是:http://www.linkedin.com/in/nicholas-stanley-0bb08069
Nicholas Stanley 的办公地点:Level 8, 20 Bond St, Sydney, NSW 2000, AU
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Top-ranked on G2 Crowd