Julia Harley

Julia advises individuals, families and charitable organisations on investment strategy and long-term financial direction. With more than 20 years’ experience in the wealth management industry, Julia is focused on providing genuinely independent advice, supporting clear decision-making, strong governance and disciplined portfolio construction. She works with clients to articulate their goals and strives to tailor a strategy and investment portfolio to meet those objectives, whether they are growth, income, capital preservation, philanthropic or impact. Julia is a board member of the Ethical Advisers’ Co-op and a certified adviser with the Responsible Investment Association Australasia. She has deep experience in ethical, responsible and impact investing, constructing portfolios that balance environmental and social values with appropriate risk and return. Prior to joining Koda, Julia was an Adviser at Ethinvest and Macquarie. Julia holds a Bachelor of Business from UTS and is a Certified Investment Management Analyst (CIMA®), with postgraduate qualifications in applied finance and financial planning. Services Offered: Investment Advice, Managed Funds, Direct Shares, SMSF, Superannuation and Retirement Planning, Philanthropic Foundations, Estate Planning