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Danny Dreyfus
MBA BCom MSAFAA GAICD JP
Principal (Chatswood) / Investment Adviser
Clients will benefit from well researched, sensible and tailored investment advice to all clients. I assist in preserving, growing and managing your investable assets through all parts of the economic cycle.
Danny started in stockbroking in the UK in 1985, following corporate roles at Westfield, Brambles and TNT/P&O. Danny has advised global and domestic fund managers about investing in Australia and NZ, as well as private investors. Danny applies this unique experience to the benefit of clients seeking personal, pro-active, consistent, conservative investment advice with regular communications.
Investment Style
Prior to making any investment recommendations, Danny seeks a full understanding of any client's financial position, priorities and aspirations. Only then can he advise on which investments should be retained, bought or sold. Danny uses a mix of fundamental research, economics and charts to arrive at carefully considered recommendations, and favours the use of a portfolio management system.
Services and Specialties
Portfolio Administration
Stockbroking
Superannuation Advice
Fixed Interest and Cash Management
Self-Managed Super Funds
Wealth Management
Qualifications and Professional Affiliations
MSSAA
Master of Business Administration (MBA)
Ethics and Professional Relationships
Bachelor of Commerce
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Graduate Member of the Australian Institute of Company Directors
Founding Director of the Australian Stockbrokers Foundation
Competencies
Superannuation
Securities
Generic
Margin Lending
Managed Investments
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary. As a shareholder of Northside Wealth Pty Ltd, I may be entitled to a share of profits. As a Director of Northside Wealth Pty Ltd, I will be entitled to a share of profits.
Note: if you are a General Advice client, any advice in this email is GENERAL in nature and no consideration has been given to your personal needs or circumstances. You should consider whether this advice is appropriate for you.
