About Us

What is the Circle of Distinguished Advisers?

There is a group of advisers who are revolutionising the concept of financial advice. Adopting a 360° approach in everything they do, these advisers see things in a different way. They see the people behind the policies, and focus on building meaningful relationships over time. Dedicated to providing solutions that make sense in real life - not just on paper - these advisers know that it’s about more than making sales, but rather making a difference to peoples' lives. This is the real measure of success.

CoDA, the Circle of Distinguished Advisers, is a salute to those advisers who ascribe to this philosophy.


How do CoDA Advisers qualify?

This group of top financial advisers are all Certified Financial Planners and must each have a minimum of 3-years experience as a financial adviser. Along with this, they are continually evaluated against an additional stringent set of industry criteria.


With the right financial advice, the possibilities are indeed infinite.