Dan Miles Email
Managing Director and Co-Chief Investment Officer @ Innova Asset Management
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Dan Miles Location
- Moonbah, NSW, AU
Dan Miles Work
- 2010 -now Managing Director and Co-Chief Investment Officer @
- 2009 -2011 Manager, Investment Research @ RI Advice Group Pty Ltd
- 2006 -2009 Investment Research Analyst @ Genesys Wealth Advisers Pty Ltd
- 2005 -2006 Customer Service Officer @ Macquarie Adviser Services
Dan Miles Education
- University of New South Wales
Bachelor of Commerce (Finance) with Merit & Bachelor of Science - UNSW
1999-2004 - Macquarie University
Master of Applied Finance (Risk and Portfolio Construction)
- Macquarie University
Graduate Diploma in Applied Finance
- Macquarie Applied Finance Centre
(Risk and Portfolio Construction)
Dan Miles Skills
- Investments
- Portfolio Management
- Management
- Financial Risk
- Team Management
- Customer Service
- Wealth Management
- Risk Management
- General Awesomeness
- Investment Advisory
- Finance
- Retirement Planning
- Financial Planning
- Financial Advisory
- Public Speaking
- Asset Allocation
- PowerPoint
- Strategic Planning
- Investment Strategies
- Microsoft Excel
- Asset Management
- Financial Services
Dan Miles Summary
- Dan Miles, based in Moonbah, NSW, AU, is currently a Managing Director and Co-Chief Investment Officer at Innova Asset Management. Dan Miles brings experience from previous roles at RI Advice Group Pty Ltd, Genesys Wealth Advisers Pty Ltd and Macquarie Adviser Services. Dan Miles holds a 1999 - 2004 Bachelor of Commerce (Finance) with Merit & Bachelor of Science - UNSW @ University of New South Wales. With a robust skill set that includes Investments, Portfolio Management, Management, Financial Risk, Team Management and more. Dan Miles has 1 emails on RocketReach.
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