Gavin Eichholz Email & Phone Number

Bondi Junction, Sydney

Providing clients with business, tax and accounting advice.Resolving complex tax and accounting issues for individuals, companies and trustsResponsible for providing advice on SMSF’s/superannuation and preparing Statements of Advice. Established strong client relationships enabling increased client satisfaction and the ability tocooperatively resolve any issuesAssisting with compliance for ASFL licensePart of team that implemented new document management system and… Show more Providing clients with business, tax and accounting advice.Resolving complex tax and accounting issues for individuals, companies and trustsResponsible for providing advice on SMSF’s/superannuation and preparing Statements of Advice. Established strong client relationships enabling increased client satisfaction and the ability tocooperatively resolve any issuesAssisting with compliance for ASFL licensePart of team that implemented new document management system and trained staffSuccessfully managed, trained and coached new staff members. Preparation of tax returns/financial statements for individuals, companies and trustsEffectively resolved numerous ATO tax queries relating to both GST and income tax.Preparation of investment schedules, management accounts and tax returns for investment trusts / companies including liaising with financial planners and asset managers.Reviewing client accounts and posting adjusting entries. Show less

Sydney, New South Wales, Australia

Mindfulness Works for Organisations is the largest team of experienced organisational mindfulness experts across Australia and New Zealand. We offer customised workshops, training and keynote speaking on mindfulness in a practical and easy to understand manner. We call upon the latest neuroscience to illustrate the scientific principles behind mindfulness as well as ensure that the training is experiential so people get a genuine taste of what mindfulness is all about and how it works.

Sydney, Australia

Mindfulness workplace training Mindfulness based coaching/counselling for a range of life issues and anxiety/stress.Facilitation of mindfulness/meditation sessions with individuals and groups.Money coaching for individuals on cash management/budgets and using mindfulness to effectively manage anxiety over money related issues and decisions.Mindfulness and money – webinars, workshops and coaching around how to use mindfulness to assist you during these challenging… Show more Mindfulness workplace training Mindfulness based coaching/counselling for a range of life issues and anxiety/stress.Facilitation of mindfulness/meditation sessions with individuals and groups.Money coaching for individuals on cash management/budgets and using mindfulness to effectively manage anxiety over money related issues and decisions.Mindfulness and money – webinars, workshops and coaching around how to use mindfulness to assist you during these challenging times.Mindfulness in nature walksMindfulness and mindset coaching for sport Show less

Sydney

Facilitate Mindfulness Works beginners course in Avalon and Manly in the northern beaches as well as St Ives and Roseville in the upper north shore

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

I mentor people doing the Generation courses to assist them to develop a growth mindset through developing behavioural and mindset skills. I also assist them with issues such as stress, anxiety and time management.

Sydney, Australia

Conducting goals exploration conversations with clients and review of clients financial position.Selected to be a goals coach and facilitated goals based conversations with clientsAssisting in the process of the preparation of Statements of Advice including investmentstrategies.

Employers Mutual Limited

Successfully resolved numerous accounting, regulatory and compliance issuesEffectively managed finance team and improved efficiencies and controlsEstablished stronger relationship with key WorkCover representativesDemonstrated strong communication skills to work across multiple divisions to resolve issues

Involvement with business strategy and preparing forecasts and establishing controls.Refined the finance system of the company to accommodate the current needs as well as to prepare for future growth and development.Set up and maintained the cash management system using cash flow analysis.

Sydney Office

Responsible for setting up accounting processes/policies for new entities and new transactions.Successfully liaised with the various departments in the bank to ensure that deals / products wereset up in accordance with approvals and met all the tight deadlines around this task. Performing the role of legal entity controller for various companies and trusts. Preparation of financial statements and tax return for retail funds and trusts.Reviewing AFSL license calculations… Show more Responsible for setting up accounting processes/policies for new entities and new transactions.Successfully liaised with the various departments in the bank to ensure that deals / products wereset up in accordance with approvals and met all the tight deadlines around this task. Performing the role of legal entity controller for various companies and trusts. Preparation of financial statements and tax return for retail funds and trusts.Reviewing AFSL license calculations. Developed framework for accounting and tax treatment of a new Agribusiness fund Part of project team which facilitated the transfer of certain tasks offshore resulting in cost savings to the business. Show less

London

Responsible for preparing regulatory returns, analyzing balance sheet and investments, preparingaccounts and doing month end procedures. Performed investment grade analysis of all proprietary investments and met all deadlines forpreparing quarterly Financial Services Authority (FSA) returns and capital adequacy reports .

Cape Town Area, South Africa

Responsible for performing audits and managing audit teams. Delivering written reports outlining general business and audit issues and recommending possible solutions.Developed course material and presented in-house insurance and asset management courses inSouth Africa, Namibia and Zimbabwe.Devised and proposed controls required in an asset management and unit trust environment andimplemented appropriate accounting systems.Evaluated the market, credit and tax risk of… Show more Responsible for performing audits and managing audit teams. Delivering written reports outlining general business and audit issues and recommending possible solutions.Developed course material and presented in-house insurance and asset management courses inSouth Africa, Namibia and Zimbabwe.Devised and proposed controls required in an asset management and unit trust environment andimplemented appropriate accounting systems.Evaluated the market, credit and tax risk of structured finance deals . Show less

Master'S Degree, Masters In Counselling And Applied Psychotherapy

Diploma Of Financial Planning, Diploma Of Financial Planning

Completed July 2016

Counselling And Psychotherapy, Graduate Diploma Of Counselling And Psychotherapy

Statement Of Attainment As Telephone Counsellor

Completed Chartered Financial Analyst (Cfa) Examinations (All First Time Passes), Level 1 (2000), Level 2 (2001), Level 3 (2003)

Final Qualifying Examinations Both First Time Passes, Chartered Accountant

Post Graduate Diploma In Accounting

Bachelor Of Business Science (Honours), In The Special Field Of Business Finance, Dean’S Merit List (1996)

Hsc, A-Aggregate For Final Year

Activities and Societies: School headboy/captain Athletics, rugby

Advanced Diploma Of Financial Planning