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Vinay Ramesh, Cfa Email & Phone Number
Senior Adviser
at
Koda Capital
1 work email found
@nab.com.au
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Adviser
Location
Sydney, New South Wales, Australia
Company size
Who is Vinay Ramesh, Cfa? Overview
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Quick answer
Vinay Ramesh, Cfa is listed as Senior Adviser at Koda Capital, a with 83 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for Vinay Ramesh, Cfa.
Vinay Ramesh, Cfa previously worked as Adviser at Koda Capital and Associate Adviser at Koda Capital. Vinay Ramesh, Cfa holds Cfa Program from Cfa Institute.
Company email context
Email format at Koda Capital
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*@nab.com.au
68% confidence
AeroLeads found 1 current-domain work email signal for Vinay Ramesh, Cfa. Compare company email patterns before reaching out.
Profile bio
About Vinay Ramesh, Cfa
I am a private wealth adviser with over 8 years’ experience within the field. My team and I specialise in looking after HNW individuals, families and NFP’s and we advise across all asset classes. We emphasize a holistic approach to preserving and building long-term wealth, which focusses on building a diversified investment portfolio which targets superior risk-adjusted returns over a 3-5+ year period and which utilizes tax efficient structuring to maximize the end result. Having completed my CFA exams and the four years relevant work experience in the investment industry, I have earnt the CFA designation to further augment my technical skills. Please feel free to reach out as I am always interested in building my professional network, to bounce ideas off and above all else, work with you to help achieve the financial goals of you and your family.
Listed skills include Leadership, Customer Service, Teamwork, Accounting, and 11 others.
Current workplace
Vinay Ramesh, Cfa's current company
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Koda Capital
8 roles
Vinay Ramesh, Cfa work experience
A career timeline built from the work history available for this profile.
Adviser
Providing HNW individuals, families, and not-for-profit organizations with tailored advice to help preserve and build long-term wealth. This involves partnering with clients to identify their unique needs and financial goals, and working together to achieve them through the provision of holistic advice.
Associate Adviser
Sep 2018 - May 2023
Senior Analyst, Private Wealth Management
Apr 2018 - Aug 2018
Analyst, Private Wealth Management
• Supporting Senior Investment advisers in providing Investment advice, Asset allocation and ongoing Portfolio Management for High Net Worth clients. • Executing Client trades on Equities, Managed Funds & Fixed Income instruments.• Construction, communication and implementation of investment advice for multi-asset class portfolio management; Completed through use of Portfolio recommendations, Investment plans, IPOs and Rights Offers. • Risk, Compliance and KYC procedures including construction of SOAs, Risk Profiling clients and updating wholesale certification for Sophisticated Investors. • Centralised contact point for clients, accountants and all other stakeholders on matters such as stock transfers, new account openings, performance calculations, financial modelling.
Jul 2016 - Mar 2018
Wealth Management Graduate
18 Month Graduate Program allowing for three 6 month rotations across NAB Wealth.Rotation 1: Client Succession Rotation 2: Digital ContentRotation 3: JBWere - Advice
Feb 2015 - Jul 2016
Summer Intern, Deloitte Private
• Completed 2 rotations; one in Audit and one in Business Advisory• Gained valuable skills in Tax consulting, Audit procedure and client liaising• Specialised in Private Companies and High Net Worth Clients
Jan 2014 - Feb 2014
Finance Clerk
Completed initial Recruit Training; learnt various military skills including drill, field craft, weapon handling and shooting.Became proficient at First-aid, Navigation and weapon proficiency with F88, F89Improved physical fitness, Self-discipline, Teamwork and Leadership
Aug 2011 - Sep 2012
Team & coworkers
Colleagues at Koda Capital
Other employees you can reach at kodacapital.com. View company contacts for 83 employees →
KS
Kashfi Saber
Colleague at Koda CapitalSydney, New South Wales, Australia
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CY
Christine Y.
Colleague at Koda CapitalAustralia
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ST
Simon Talbot
Colleague at Koda CapitalGreater Melbourne Area, Australia
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MG
Mark Goh
Colleague at Koda CapitalSydney, New South Wales, Australia
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AB
Adam Brennan
Colleague at Koda CapitalPerth, Western Australia, Australia
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RF
Rachel Frost
Colleague at Koda CapitalHighgate, Western Australia, Australia
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SA
Sarah Alvares
Colleague at Koda CapitalGreater Melbourne Area, Australia
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SL
Stephane Lothier
Colleague at Koda CapitalGreater Paris Metropolitan Region, France
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IS
Isabella Sepede
Colleague at Koda CapitalGreater Perth Area, Australia
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JM
James Mccorquodale
Colleague at Koda CapitalAustralia
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Kashfi Saber
Colleague at Koda CapitalSydney, New South Wales, Australia
View →
CY
Christine Y.
Colleague at Koda CapitalAustralia
View →
ST
Simon Talbot
Colleague at Koda CapitalGreater Melbourne Area, Australia
View →
MG
Mark Goh
Colleague at Koda CapitalSydney, New South Wales, Australia
View →
AB
Adam Brennan
Colleague at Koda CapitalPerth, Western Australia, Australia
View →
RF
Rachel Frost
Colleague at Koda CapitalHighgate, Western Australia, Australia
View →
SA
Sarah Alvares
Colleague at Koda CapitalGreater Melbourne Area, Australia
View →
SL
Stephane Lothier
Colleague at Koda CapitalGreater Paris Metropolitan Region, France
View →
IS
Isabella Sepede
Colleague at Koda CapitalGreater Perth Area, Australia
View →
JM
James Mccorquodale
Colleague at Koda CapitalAustralia
View →
4 education records
Vinay Ramesh, Cfa education
Cfa Program
Cfa Institute
Bachelor Of Commerce, Professional Accounting
Education record
Higher School Certificate
Normanhurst Boys High School
FAQ
Frequently asked questions about Vinay Ramesh, Cfa
Quick answers generated from the profile data available on this page.
What company does Vinay Ramesh, Cfa work for?
Vinay Ramesh, Cfa works for Koda Capital.
What is Vinay Ramesh, Cfa's role at Koda Capital?
Vinay Ramesh, Cfa is listed as Senior Adviser at Koda Capital.
What is Vinay Ramesh, Cfa's email address?
AeroLeads has found 1 work email signal at @nab.com.au for Vinay Ramesh, Cfa at Koda Capital.
Where is Vinay Ramesh, Cfa based?
Vinay Ramesh, Cfa is based in Sydney, New South Wales, Australia while working with Koda Capital.
What companies has Vinay Ramesh, Cfa worked for?
Vinay Ramesh, Cfa has worked for Koda Capital, Jbwere, National Australia Bank, Deloitte Australia, and Australian Army.
Who are Vinay Ramesh, Cfa's colleagues at Koda Capital?
Vinay Ramesh, Cfa's colleagues at Koda Capital include Kashfi Saber, Christine Y., Simon Talbot, Mark Goh, and Adam Brennan.
How can I contact Vinay Ramesh, Cfa?
You can use AeroLeads to view verified contact signals for Vinay Ramesh, Cfa at Koda Capital, including work email, phone, and LinkedIn data when available.
What schools did Vinay Ramesh, Cfa attend?
Vinay Ramesh, Cfa holds Cfa Program from Cfa Institute.
What skills is Vinay Ramesh, Cfa known for?
Vinay Ramesh, Cfa is listed with skills including Leadership, Customer Service, Teamwork, Accounting, Auditing, Financial Analysis, Microsoft Excel, and Training.
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