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Farren Wiliams

Financial Adviser

|

Certified

Farren Wiliams

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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Farren has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, succession planning, superannuation advice, estate planning and integrating philanthropy into wealth planning. Farren has provided tailored financial solutions to wealthy individuals and families, non-profits and charitable foundations since the early 2000s. She has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, responsible & impact investing, succession planning, superannuation, estate planning and integrating philanthropy into wealth planning. Working closely with her clients, Farren takes the time to understand what is important to each client and to design tailored advice to meet these needs. For this reason, she chooses to work with a small number of clients to ensure that every client receives a high level of personalised service. In addition to being a Partner at Koda, Farren is the Chair of the Board of the Royal Botanic Gardens Foundation Victoria & a member of the Finance & Audit Committee, is on the Board of the Responsible Investment Association of Australasia (RIAA), Treasurer of RIAA and on the RIAA Certification Assessment Panel. She has previously been on the Investment Committee of The Myer Foundation and the Investment Committee of the Aesop Foundation. Farren is a Certified Financial Planner and is a Graduate of the Australian Institute of Company Directors (Order of Merit). Farren loves being an adviser and is energised by the opportunity to make a difference to families and mission-based organisations and to work alongside amazing people.

Address

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

Phone

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Organisation

  • Koda Capital

Company number

Services offered

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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.