Dong Li
Balwyn,VIC
Summary
Multi-talented business leader bringing over 20 years of experience as successful investor . Strategic problem solver and change manager. Visionary executive implements plans that meet current and future needs. Key expertise in financial service industry.
Overview
26
26
years of professional experience
Work History
Founding Partner
Dolphin Capital Asset Management Pte Ltd
Singapore
05.2023 - Current
- Dong is the founding partner of Dolphin Capital Asset Management, appointed as a Corporate Authorized Representative of Phillip Asset Management Limited in Feb 2019, he has over 20 years’ experience in the financial services industry in China, New Zealand and Australia, specializing in share investment, fx risk management and fund management.
CEO
Delphin Capital Pty Ltd
Melbourne, VIC
07.2016 - 05.2023
- He is the CEO of Delphin Capital and also the Chief investment officer of PAM ( Phillip Asset Management ) DC High Conviction Australian Fund, assisted clients achieved returns far more than the performance of the ASX 200 index over the last five years.
CEO
Fxplus Melbourne
Melbourne, VIC
01.2013 - 06.2016
- Dong is the manager and chief tutor of Fxplus Trading Academy Melbourne, he coaches potential investors on how to manage investment risk and foreign exchange fluctuation risks.
Portfolio Manager
LS Trust
Auckland , New Zealand
02.2005 - 12.2012
- By analyzing macroeconomic and industry policies, selectively choose listed companies and enterprises that may benefit, and then conduct research and tracking to grasp the value and opportunities of equity investment in the company’s growth process.
Financial Analyst
Oriental Secuirties
Shanghai, China
08.1998 - 01.2005
- Provided guidance on investment decisions based on current economic trends and forecasts.
- Conducted research into industry-specific market conditions and competitor analysis.
Education
Diploama of Financial Planning -
Kaplan Professionals
Melbourne05.2010
Postgraduate - Finance
Nankai Universtiy
China07.2000
Diploma - Marketing
QILU University of Techology
China07-1995
Skills
- Financial Administration
- Risk Management
- Consulting
- Market Research and Analysis
Timeline
Founding Partner
Dolphin Capital Asset Management Pte Ltd
05.2023 - Current
CEO
Delphin Capital Pty Ltd
07.2016 - 05.2023
CEO
Fxplus Melbourne
01.2013 - 06.2016
Portfolio Manager
LS Trust
02.2005 - 12.2012
Financial Analyst
Oriental Secuirties
08.1998 - 01.2005
Diploama of Financial Planning -
Kaplan Professionals
Postgraduate - Finance
Nankai Universtiy
Diploma - Marketing
QILU University of Techology
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