Danny Dreyfus
Principal Financial Adviser at Morgans Financial Limited
Based in Sydney, Australia
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Seniority
Director
Department
Finance & Accounting
Location
Sydney
Industry
Financial Services
Company size
864
Contact information
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d•••••••@morgans.com.au
Phone
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Background
About Danny Dreyfus
Over 35 years of advising clients about investing in all asset classes (local and global) after working in 'blue chip' companies Westfield, Brambles and TNT/P&O. Goal: to convince clients to hold their investments/super in equities (listed, unlisted and private), fixed income and other asset classes. To help select the appropriate securities to suit client's circumstances and manage their portfolios. Stock picker rather than index hugger. Regular communicator rather than the 'set-and-forget' ethos of many advisers. 27 years running a charity foundation which has raised and distributed >$9.5m to a variety of needy causes, with an emphasis on disadvantaged kids. Largest donor to the Matthew Talbot Hostel over this period. Specialties: Private client & not-for-profit investment advice and portfolio management; Listed & unlisted shares, managed funds and fixed income securities; Superannuation, macro economics. Hands on management of private client advisory firms.
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