MEET WITH US
Malcolm Phillips – CERTIFIED 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.
Dana Fedorow – Client Services Manager
Dana is responsible for overseeing client’s investment and superannuation portfolios. Dana manages general day-to-day administrative duties and is the first point of contact for our clients. Specifically, Dana is responsible for the implementation of each client’s investment advice and actioning authorised share trades for client portfolios. In addition to this, Dana will also ensure appropriate payments are being made to clients and external stakeholders. Dana has several years experience in client service and administration within financial advice is currently completing a double degree in Psychology/International Relations & Politics.
Dana looks forward to speaking with you and welcoming you to Dragonfly Financial Services.