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Interview with Matt Donat - Koda Capital
Manage episode 336352551 series 3229117
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Matt is an experienced adviser to high net wealth individuals and families, senior executives and business owners.
His role is as a Partner and Advisor at Koda Capital, Australia's pre-eminent independent wealth advisory firm.
He was recently included with Barron's list of top 50 financial advisors in Australia, so we are truly speaking with a professional at the top of their field.
In this episode we learn:
- About Matt's life and what led him into his current role
- Why independence is an important factor when obtaining financial advice
- The skills, qualities and attributes needed to develop meaningful and integral relationships as a trusted advisor
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