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Steven Hendry

Koda Capital WA Pty Ltd

Platinum
19 Yrs Experience
West Perth, WA 6005

I am an Adviser Partner of Koda Capital, the largest independent wealth management business in Australia.

I entered the wealth management industry in 2003 and am a trusted and highly regarded wealth adviser to many high net wealth family groups.

I bring my experience building and managing a successful financial advisory business to helping clients solve problems and ensuring they receive consistent, bespoke and holistic advice. I have a growth mindset that I applies to challenging the status quo and I am passionate about creating portfolios that are appropriate for achieving client’s objectives.

I have had the opportunity to build strong and enduring client relationships, advising some of my clients for over 20 years.

Financial peace of mind is critical and where I feel I add value to family groups, whether it be through prudent long term wealth management, wealth succession planning or leaving a legacy through philanthropic endeavours.

My qualifications include a Bachelor of Commerce (Finance) from the University of Western Australia and a Master of Financial Planning from Curtin University. I am a Charted Tax Adviser (Tax Institute of Australia) and a SMSF Specialist Advisor (SMSF Association).

I am part of the Koda Capital WA team (previously Redwood Wealth Alliance).

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Platinum
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Koda Capital WA Pty Ltd

Level 3, 66 Kings Park Rd
West Perth, WA 6005

Licensed by

Koda Capital WA Pty Ltd

AFSL 227870