About
Stephanie Patrick is a Certified Financial Planner and SMSF Specialist Adviser with over 14 years in financial services, advising high- and ultra-high-net-worth individuals, families, and philanthropic foundations on investment, superannuation, structuring, and estate planning. She previously held senior advisory roles at private wealth firms and advocates for women's financial empowerment.
Colleagues at Koda Capital
David Clark
Host, Inside the Rope podcast at Koda Capital
David Knowles
Head of Philanthropy & Social Capital, Partner at Koda Capital
James Hawthorne
Adviser & Partner at Koda Capital
Jonathan Ayres
Managing Partner at Koda Capital
Michael Massey
Adviser & Partner at Koda Capital
Michiel
CEO at Crystal Horse Investments
Tom Oryl
Podcast co-host at Koda Capital
Frequently asked questions
- Who is Stephanie Patrick?
- Stephanie Patrick is a Certified Financial Planner and SMSF Specialist Adviser with over 14 years in financial services, advising high- and ultra-high-net-worth individuals, families, and philanthropic foundations on investment, superannuation, structuring, and estate planning. She previously held senior advisory roles at private wealth firms and advocates for women's financial empowerment.
- Where does Stephanie Patrick work?
- Stephanie Patrick is Senior Adviser at Koda Capital.