Meet our Team
Malcolm Phillips – Financial Planner
Malcolm has been providing financial advice since 1986. Prior to establishing Dragonfly Financial Services in 2005, Malcolm held senior management & advisory roles at a number of Australia’s leading financial institutions. This involved the management and training of financial advisers and advising to high net worth clients.
Malcolm has provided advice to a diverse group of clients including medical professionals, business owners, senior government & military personnel, company directors and high net worth individuals.
During his time in the industry Malcolm has spoken at numerous seminars & been quoted in various publications such as the Australian Financial Review, ASX Adviser website and the industry magazine, Money Management. He has also tutored Business Finance at Wollongong University.
Malcolm’s background has provided him with the necessary skills to develop high-level strategic financial advice in a manner that is easily understood by his clients. His expertise extends across a broad range of financial matters including tax effective investment strategies, direct share portfolios, risk management, superannuation (including self managed super funds) & aged care advice.
Malcolm is a Certified Financial Planner CFP and holds a Bachelor of Commerce, a Diploma of Financial Planning and specializations in both self managed superannuation funds and aged care advice. He is a member of the Financial Planning Association of Australia & SMSF Professional’s Association of Australia.
Luke Smith- Financial Planner
Luke has been providing financial planning advice at the boutique specialist firm Dragonfly Financial Services since 2005. Prior to that Luke spent time working in a boutique financial planning firm.
During his career, Luke has provided advice to a diverse range of clients, including medical professionals, senior Government & Military personnel, business owners, executives & other high net worth individuals.
Luke has the knowledge & ability to explain complex financial planning matters in a simple, easy to understand format. This leads to a partnership with clients as they understand the basis of the advice being presented to them.
Luke’s expertise covers a broad range of financial strategies. These include Government & Military superannuation, tax effective investment strategies, self managed superannuation fund investment & management as well as business and personal risk insurance.
Luke’s formal qualifications are a Diploma of Financial markets (SIA), Advanced Diploma of Financial Services & Specialist Accreditation in Superannuation. He is also a Member of the Superannuation Professionals Association of Australia and currently sits on the Advisory Board of Financial Services Partners, one of Australias’ leading providers of financial planning advice.
Barbara Eddowes – Receptionist/Administration
Barbara recently joined us after moving to Canberra with her family. Possessing strong reception and formal secretarial skills, she is responsible for our all important front office functions and is usually the first point of contact with our office.