Steph Patrick Location
Carlton, VIC, AU
Steph Patrick Work
- 2025 - now Senior Adviser @ Koda Capital
- 2022 - 2025 Wealth Adviser @ Hewison Private Wealth
- 2018 - 2022 Senior Adviser @ Argent Street
- 2017 - 2018 Associate Financial Adviser @ Catalyst Financial Group
- 2015 - 2017 Relationship Manager (Corporate Superannuation) @ BT Financial Group
- 2013 - 2014 Corporate Superannuation Consultant @ Shadforth Financial Group Ltd
- 2013 - 2013 Private Client Adviser @ Outlook Financial Solutions (Shadforth Financial Group)
- 2011 - 2012 Financial Adviser @ Dixon Advisory
- 2011 - 2011 Financial Analyst @ Dixon Advisory
Steph Patrick Education
- SMSF Association
SMSF Specialist Advisor
2022 - 2023 - FASEA
Financial Adviser Exam
2019 - 2019 - Kaplan Professional
Ethics and Professionalism in Financial Advice
2019 - 2019
- Kaplan Professional
Self Managed Superannuation Funds
2017 - 2017 - Kaplan Professional
Accredited Listed Product Adviser Program
2017 - 2017 - FPA
Certified Financial Planner
2011 - 2014 - Kaplan Professional
Diploma of Financial Services (Financial Planning)
2011 - 2011 - Monash University
Bachelor of Arts (BA) (Journalism)
2006 - 2010 - Monash University
Bachelor of Commerce (BCom) (Finance)
2006 - 2010
Steph Patrick Skills
- Superannuation
- Relationship Management
- Wealth Management
- Retirement Planning
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Finance
- Investment Advisory
- Wealth
Steph Patrick Summary
Steph Patrick, based in Carlton, VIC, AU, is currently a Senior Adviser at Koda Capital. Steph Patrick brings experience from previous roles at Hewison Private Wealth, Argent Street, Catalyst Financial Group and BT Financial Group. Steph Patrick holds a 2022 - 2023 SMSF Specialist Advisor @ SMSF Association. With a robust skill set that includes Superannuation, Relationship Management, Wealth Management, Retirement Planning, Financial Advisory and more. Steph Patrick has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Koda Capital Employees
-
Norman Zhang
Chief Investment Officer and Partner at Koda Capital
Melbourne, VIC, AU21 -
21
-
Craig Tonkes
Senior Adviser and Partner at Koda Capital
Sydney, NSW, AU1 -
David Clark
Adviser and Partner at Koda Capital
Sydney, NSW, AU2 -
Paul Begley
Adviser and Partner at Koda Capital
Perth, WA, AU2
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