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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.

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.