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Gavin Miles

Financial Advisor/Authorised Represen... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Foundation Capital Investments and Advisory</span>
Intro Book
Chartered Accountant and Financial Planning Specialist with extensive experience in risk management, estate planning, and investments.
  • Claim this Profile
Location
Mount Claremont, Western Australia, A...
Skills
  • Financial Services
  • Financial Planning
  • Business Strategy
  • Investments
  • Superannuation
  • Show all
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Bio

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Gavin Miles is a Chartered Accountant and Financial Planning Specialist with 40+ years of experience in various roles, including farming, accounting, auditing, financial planning, and business strategy. He has a strong background in risk management, estate planning, and investments. Gavin is an Authorised Representative of Foundation Management (WA) Pty Ltd and has worked with several companies, including Velpic, Ascend Financial Solutions, and MLC Life; Tyndall and Tower. He holds a Diploma of Financial Planning and a Bachelor of Commerce, and is a member of the Institute of Chartered Accountants in Australia.

Experience

  • Foundation Capital Investments and Advisory
    • Claremont, Western Australia
    • Financial Advisor/Authorised Representative and Responsible Manager
      • Apr 2017 - Present
      • Claremont, Western Australia

      Gavin Miles is an Authorised Representative (249793) of Foundation Management (WA) Pty Ltd (AFSL 239079), trading as Foundation Capital Investment and Advisory: he is a member of Chartered Accountants in Australia and New Zealand, with the designation of Financial Planning Specialist; he has a Di...

  • Foundation Management (WA) Pty Ltd AFSL 239079
    • Claremont, Western Australia
    • Responsible Manager/ Financial Advisor
      • Apr 2017 - Present
      • Claremont, Western Australia
  • Velpic
    • Perth, Australia
    • Referrer
      • Jan 2015 - Apr 2017
      • Perth, Australia

      Promoting Velpic, a unique disruptive SaS technology for Learning Management Systems, where the user is given the tools, and training, to be able to create their own video (including Virtual Reality) presentations and training, all hosted in the Cloud™. A monthly access fee relative to number of ...

  • Ascend Financial Solutions
    • Balcatta, Western Australia
    • Authorised Representative
      • Jan 2015 - May 2016
      • Balcatta, Western Australia
  • Minimay Nominees Pty Ltd
    • Director
      • 1974 - 2014
  • SKFG Financial Group
    • Osborne Park, Western Australia
    • Financial Advisor/Partner
      • Jun 2003 - Jun 2010
      • Osborne Park, Western Australia
  • Milestone Planning
    • Esplanade, South Perth, Western Australia
    • Business Owner
      • Jan 2000 - Jun 2003
      • Esplanade, South Perth, Western Australia
  • Deakin Financial Planning
    • Hay Street, Subiaco, Western Australia
    • Financial Planner
      • Jul 1998 - Jan 2000
      • Hay Street, Subiaco, Western Australia
  • Personal Financial Planners
    • Nedlands; Subiaco, Western Australia
    • Financial Planner
      • Oct 1993 - Jun 1998
      • Nedlands; Subiaco, Western Australia
  • MLC Life; Tyndall and Tower
    • City Beach, Western Australia
    • Gavin Miles - Life Insurance Agent
      • Jul 1990 - Oct 1993
      • City Beach, Western Australia
  • International Broadcasting Group
    • Wangara and Technology Park, Bentley, Western A...
    • Accountant; Chief Financial Officer and General Manager
      • Jun 1987 - Nov 1989
      • Wangara and Technology Park, Bentley, Western A...
  • Minimay Nominees P/L
    • Dowerin, Western Australia
    • Farmer
      • Mar 1976 - May 1987
      • Dowerin, Western Australia

      Successfully farmed 2225 hectares of wheat, lupins and sheep.

  • DB Horgan & Co. (now Grant Thornton)
    • West Perth, Western Australia
    • Tax Accountant
      • May 1975 - Feb 1976
      • West Perth, Western Australia
  • Coopers &amp; Lybrand (now PriceWaterhouse Coop...
    • Perth, Western Australia
    • Auditor Junior to Intermediate
      • Jan 1973 - May 1975
      • Perth, Western Australia

Education

  • 1974 - 1975
    Institute of Chartered Accountants in Australia
  • 1969 - 1973
    The University of Western Australia
  • 2007 - 2007
    AXA Institute of Learning
  • 1994 - 1998
    Deakin University
  • 1976 - 1977
    Farm Management Foundation
  • 1963 - 1967
    Northam Senior High School

Suggested Services

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Industry Focus. “Financial Services”

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