William Douglas

William Douglas Email and Phone Number

Senior Adviser and Partner @ Koda Capital
Brisbane City, QLD, AU
William Douglas's Location
Greater Brisbane Area, Australia, Australia
William Douglas's Contact Details

William Douglas personal email

n/a
About William Douglas

I deliver financial solutions to my clients that have a meaningful and positive impact. Whilst impact is measured in terms of financial return, in my experience there are additional personal or organisational benefits including lifestyle, well-being, stronger relationships, improved security or community involvement. Every client and each situation is unique. A clients journey can start with time spent reflecting on their experience, assessing their current position and outlining priorities and future plans. This process may identify a need. If there is a need, do you need advice? What is the benefit that advice will deliver? Does that advice represent value?With over 20 years of experience I understand what is important to you. I joined Koda in 2015 with the view that clients will benefit from a culture based on independence and equity ownership. A combination that most importantly creates trust, alignment and transparency between both advisor and client that will lead to better financial outcomes. Koda’s investment solutions are developed and delivered by Koda’s independent investment advisory and research team producing attractive financial returns. There is no internal development of investment products leading to potential conflicts of interest. There is access to a dedicated philanthropic advisory team and broad access to both equity and debt capital markets. If you or your organisation would like to explore what I and the team at Koda can do please email will.douglas@kodacapital.com

William Douglas's Current Company Details
Koda Capital

Koda Capital

View
Senior Adviser and Partner
Brisbane City, QLD, AU
Website:
kodacapital.com
Employees:
148
William Douglas Work Experience Details
  • Koda Capital
    Senior Adviser And Partner
    Koda Capital
    Brisbane City, Qld, Au
  • Koda Capital
    Adviser & Partner
    Koda Capital Aug 2015 - Present
    Sydney, Nsw, Au
  • Brisbane Metropolitan Touch Association
    Treasurer
    Brisbane Metropolitan Touch Association May 2024 - Present
    Camp Hill, Queensland, Au
  • St Joseph'S College, Gregory Terrace
    Allocations And Investment Committee Member
    St Joseph'S College, Gregory Terrace Nov 2023 - Present
    Spring Hill, Queensland, Au
  • Benchon
    Director
    Benchon Jun 2024 - Present
    Gold Coast, Queensland, Au
  • Ubs Wealth Management
    Client Advisor
    Ubs Wealth Management Jul 2009 - Jul 2015
    Zurich, Ch
  • Merrill Lynch
    Vice President
    Merrill Lynch 2007 - 2008
    New York, Ny, Us
  • Ord Minnett
    Client Advisor
    Ord Minnett 1998 - 2006
    Sydney, Nsw, Au

William Douglas Skills

Equities Asset Management Investments Portfolio Management Wealth Management Financial Markets Financial Advisory Wealth Investment Advisory Investment Strategies Asset Allocation Wealth Management Services

William Douglas Education Details

  • The University Of Queensland
    The University Of Queensland
    Accounting And Finance
  • Australian Institute Of Company Directors
    Australian Institute Of Company Directors
    Governance Foundations For Non For Profit Directors
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Applied Finance
  • The University Of Queensland
    The University Of Queensland
    Econometrics And Quantitative Economics
  • St Joseph'S College Gregory Terrace
    St Joseph'S College Gregory Terrace

Frequently Asked Questions about William Douglas

What company does William Douglas work for?

William Douglas works for Koda Capital

What is William Douglas's role at the current company?

William Douglas's current role is Senior Adviser and Partner.

What is William Douglas's email address?

William Douglas's email address is wi****@****ubs.com

What schools did William Douglas attend?

William Douglas attended The University Of Queensland, Australian Institute Of Company Directors, Securities Institute Of Australia, The University Of Queensland, St Joseph's College Gregory Terrace.

What are some of William Douglas's interests?

William Douglas has interest in Growing Food, Supervising Children, The Occasional Sleep In Past 6am, Tennis, Food, Craft Beer, Travel, Fishing, Wine.

What skills is William Douglas known for?

William Douglas has skills like Equities, Asset Management, Investments, Portfolio Management, Wealth Management, Financial Markets, Financial Advisory, Wealth, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management Services.

Who are William Douglas's colleagues?

William Douglas's colleagues are Rebecca Jones, Jeff Bromfield, Mark Pollasky, David Knowles, Paul Begley, James Hawthorne, Jennie Phan.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.