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our team

Patricia Chan
Managing Principal
B.Com., CA, CFP

Patricia has over 20 years of Financial Industry experience, having held senior positions in Chartered Accounting and Financial Planning firms. Patricia specialises in the provision of strategic superannuation consulting advice to trustees of corporate funds as well as high net worth clients and their self-managed funds.

Areas of advice include application of SIS legislation, corporate fund design, estate planning and pension strategies for retirement planning.

George Krithis
Principal
B.Bus., CPA(FPS), CFP

George has over 27 years experience in the financial services industry. He specialises in wealth accumulation and pre/post retirement planning for individuals.

George provides complete portfolio management, with strengths in Australian equities, fixed interest and property, as well as investment planning and strategic advice for high net worth individuals, super funds and corporates.

Richard Crosara
Financial Adviser
Adv.Dip. FS (FP)

Richard has over 18 years experience in the Financial Services industry, in both larger and small retail institutions. For six years Richard has been directly involved in Financial Planning focussing on wealth creation and retirement strategies. Areas of advice includes investment, superannuation, retirement planning and personal risk insurance. Richard aims to draw on his experience and knowledge to help clients meet their financial goals.

Adele Henry
Operations Manager

Adele has over 15 years experience and expertise in the area of operations and administration. She is responsible for the operations of the DFS Wrap Service, with the aim of ensuring integrity and timeliness of information to both clients and advisers.

Professional staff with highly specialist skills and experience are brought together to form the Client Advisory Team.