Steve Tucker - The importance of advice

David Clark

Koda Capital



Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it carries for high net worth individuals. Steve and David also touch on the transition from vertically integrated financial advice business models into the independent advice firms of today.

As Chief Executive Officer of MLC until 2013, Steve was responsible for all of NAB’s Wealth businesses including MLC, NAB Private Wealth, and JBWere, with combined revenues exceeding $1bn per annum and over 5,000 staff.

Steve has extensive financial and investment advice experience and has been a vocal and effective champion of reform and cultural transformation within the wealth management industry. Additionally, he is a director of the Banking and Finance Oath, and the chairman of Urbis.

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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances. While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document. © Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com

Adviser & Partner
Koda Capital

David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.

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