Craig Tonkes

Financial Adviser

|

Certified

Craig Tonkes

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Craig has worked in the wealth management and investment advice industry since 1999, servicing the needs of domestic and international private clients and NFPs. He has an extensive knowledge of the global investment landscape and is a firm believer in the importance of asset allocation in achieving superior investment outcomes. Craig focuses on obtaining a deep understanding of his client’s objectives and combines this with an application of risk management, in order to deliver their desired investment outcome. After more than 20 years working in large institutions, Craig enjoys the freedom to deliver great client outcomes, afforded by being a Partner in a truly independent advice firm. Before joining Koda, Craig was a Director at Credit Suisse Private. Prior to that he was an Adviser & Partner at Macquarie Private Bank, a Senior Investment Manager & Global Sector Specialist at HSBC Investment Management (London) and an Investment Officer at Coutts & Co (London). Craig holds the Chartered Financial Analyst designation and a Diploma in Financial Planning, as well as a Bachelor of Commerce (Fin) from the Flinders University of South Australia. Out of the office, he volunteers his time and leadership skills as a Coach to the Penshurst Panthers Junior AFL Club and to the Penshurst West Cricket Club.

Address

Level 15, 385 Bourke Street, Melbourne, VIC, AU, 3000

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Organisation

  • Koda Capital

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.