Koda Capital s Paul Heath
As the CEO and co-founder of wholesale advice outfit Koda Capital, Paul Heath always had a “well-formed” views about the firm he wanted to create.
Independence and client centricity were at the heart of the vision he shared with co-founder Steve Tucker. But while the two concepts are “fantastic marketing terms”, Heath had another use for them.
“Independence actually allows us to run a really scalable model,” Heath said at the recent
Professional Planner Best Practice Forum.
“If you remove the conflicts of interest and hire really good people who want to do the right thing, it’s actually hard for them to do anything other than the right thing.”
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Last chance to secure your place at the InvestorDaily ESG Summit 2021 Reporter 01 February 2021
The countdown to the inaugural summit is on as more speakers are revealed with a focus on navigating the Australian ESG landscape and having ethical investing conversations with clients.
The industry-first event will take place on 9 and 10 February and equip advisers, sophisticated investors and financial services professionals with everything they need to know around understanding and implementing ESG strategies.
Attendees will hear from a range of speakers, including new additions from Australian Ethical head of ethics research Stuart Palmer and head of client relationships Leah Willis, who will lead a session on how to discern the ethical practices of ASX 200 stocks, and unpack the dominant ESG themes in the Australian investment market.