Steph Patrick

Stephanie is an experienced financial adviser who works with high-net-worth and ultra-high-net-worth individuals, families, and philanthropic foundations to design strategies that preserve and grow wealth across generations.

With more than 14 years’ experience in financial services, Stephanie’s expertise spans investment management, superannuation and retirement planning (including SMSFs), strategic structuring, and estate planning. She combines technical precision with a personalised approach, ensuring every strategy integrates investment, cashflow, and tax efficiency to support long-term wealth creation and legacy goals.

Before joining Koda Capital, Stephanie held senior advisory and relationship management roles at leading private wealth firms, advising sophisticated investors, business owners, and family groups. She is a strong advocate for women’s financial empowerment, championing greater confidence and literacy so clients can take ownership of their wealth with clarity and purpose.

Stephanie is a Certified Financial Planner® (CFP®) and an SMSF Specialist Adviser® (SSA®). She holds a Bachelor of Commerce (Finance) and Bachelor of Arts (Journalism), along with a Diploma of Financial Services (Financial Planning), and is a member of the Financial Advice Association of Australia (FAAA).