the moneymechanics team

Executive Assistant

Jacinda Davis

Jacinda is the Executive Assistant to Scott Malcolm and is based in our Money Mechanics Canberra office.  Jacinda completed her Year 12 Certificate in 2010 and started with Money Mechanics in 2012.  Jacinda has just recently completed her Certificate III in Business and is aiming to commence her Certificate IV in Business.

Jacinda’s role is to assist Scott with scheduling client appointments and day to day back office administration to ensure the smooth running of our office and client experience.

 

Client Administration

Danni Lord

Danni is currently completing her Bachelor of Financial Advising and has previously worked as a Vet Nurse.  This is reflective with her high level of customer service skills.  She also has a history of high achievements within her education and training results.

Danni is based in the Patron Adviser Solutions (PAS) Team at the Parramatta office and is the dedicated Client Services Manager for Scott Malcolm and the clients of Money Mechanics.

Danni’s role is to assist Scott with the day-to-day client administration within the business and to ensure the smooth running of the back office processes.

 

Para-planning

Philip Shao

Philip was Senior Para planner / Team Leader at a general financial planning practice for several years where he liaised between Para Planners and advisers, vetted and reviewed SOA’s and was responsible for providing the team with technical and compliance support as well as knowledge on a variety of strategic financial planning areas.  He then spent 12 months as a Client Services Manager with World Square Property Group where he was responsible for quality advice on properties and services to customers.

Philip holds the Advanced Diploma of Financial Services and is based in the Patron Adviser Solutions (PAS) Team as the dedicated Paraplanning support for Scott Malcolm and the clients of Money Mechanics.

Philip supports Scott with behind the scenes aspects of the advice process including; technical strategy and product research; development of financial strategies and preparation of advice documents for clients.