Victoria is an experienced advisor to individuals and families, business owners and not-for-profit organisations, having been involved in managing wealth since 2001.
As a trusted advisor, 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 at Pitcher Partners Melbourne Investment Advisory division 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.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
