Industry Experience: 17 yrs
Miles has been advising clients on wealth management and strategic investment advice since 2003. During that time Miles has focused on the delivery of asset management solutions to high net worth individuals, families and institutions across the Asia-Pacific region.
Prior to joining Canaccord Genuity Wealth Management, Miles was Senior Vice President at Morgan Stanley for over 10 years where he worked in an investment advisory team with Marcus Bogdan and Phoebe Heung.
Miles’ responsibilities at Canaccord Genuity Wealth Management are overseeing client relationships, business development and strategic initiatives. Miles works closely with the Canaccord Genuity Asset Management team and sits on the Investment Committee.
Miles holds an MBA from the Melbourne Business School and a Bachelor of Business (Economics & Finance) from the Royal Melbourne Institute of Technology (RMIT). Miles holds both a Graduate Diploma of Financial Planning and a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australia (FINSIA). Miles is also a graduate of the Australian Institute of Company Directors (GAICD). Miles is currently undertaking a Masters of Law specialising in Financial Services & Managed Investments at Melbourne University.