Introducing Davos & Miles
Davos & Miles was created to deliver a new benchmark of financial advice. Building on years of experience working for large financial services providers, we are now focused on combining our expertise with a personalised approach to wealth management.
We do this by taking the time to get to know our clients and their families, their current financial situation, understanding what is really important to them and their objectives for a comfortable and confident financial future. By building relationships and offering a rare level of accessibility, we are proud to deliver a trusted, transparent and tailored approach to each client’s unique needs.
We utilise an open source market and investment research architecture using independent Australian and global research from multiple sources who are able to see past the daily headlines and apply critical thinking and intelligence to enhance research inputs. This approach is central to generating risk adjusted returns to preserve and grow your wealth.
Davos & Miles has partnered with a privately-owned Australian Financial Services Licensee, Core Financial Services Pty Ltd (Core). Both Core and Davos & Miles are not owned by a bank, insurance company, superannuation fund or other financial institution (either directly or indirectly). This means we are able to put our clients on the best possible financial path through uncompromised choice and flexibility, with a dedicated pursuit of outstanding results.
Our commitment to absolute integrity also means our clients are well protected. We are members of the Financial Planning Association, always abiding by its Code of Ethics, Rules of Professional Conduct and Practice Standards. Everything we do is in the service of our clients’ financial wellbeing.
We are also registered with the Tax Practitioners Board (TPB). The TPB is responsible for ensuring compliance with the Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct.
With more clarity, more confidence and more control, our client’s financial futures are secure. We look forward to partnering with you on your wealth management journey.