World class expertise… minus the conflicts.
DFS has always done things a little bit differently to ensure that our clients always receive superior service and advice. With our holistic team-based approach, you can be confident the structural and investment advice you receive, comes from a specialist advisor. Furthermore, with access to DFS award winning investment research, our transparent advice model protects your interests as a priority, not the interests of an institution.
Specialist team providing holistic advice in: investments, structures, estate planning, risk management, superannuation, gearing, wealth transition.
- Wealth Creation.
- Wealth Management.
- Wealth Transition – Estate & Succession Planning.
- Superannuation Strategy.
- Risk Management.
- Investment Advice.
- Specialised Advice.
Your Holistic Advice Team
Patricia Chan, B.Com., CA, CFP
Operations & Governance
Patricia has over 25 years of Financial Industry experience, having held senior positions in Chartered Accounting and Financial Services firms. Patricia’s skill-set and extensive experience in the managed account space is highly regarded in the industry. Patricia provides key strategic direction to the business and heads the operational team. In her role with DFS Portfolio Solutions, Patricia oversees all governance aspects for the business, including platform matters, legal and compliance requirements.
George Krithis, 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 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.
Steven De Bolfo DP, ADFP
Steven is a qualified financial planner having worked in the financial services industry for over 10 years. Joining DFS in 2017 from a mid-tier accounting firm, his core expertise resides in providing tailored strategic advice which is aligned to meeting client’s specific objectives. Additionally, he provides advice in relation to portfolio management, cash flow planning, investment structures (superannuation funds, trusts, companies), wealth accumulation and retirement planning.
Oiyee has over 11 years of financial services experience. She is responsible for all operational matters ranging from oversight of client service, client communications, transactional processes and internal controls.
Her familiarity with the processes of multiple key platforms, coupled with her understanding of how underlying retail clients are impacted provides advisors with tools, processes and insights to offer higher levels of service and support to investors.
Ann Quach, B. Business Economics & Finance
Ann graduated from RMIT in 2017 with a Bachelor of Economics and Finance (Applied). Ann commenced with DFS as part of our internship program and progressed to her adviser services role over the 4 years with DFS. Ann assists the principals and advisers with advice, portfolio and benchmarking reporting requirements. Ann’s experience, understanding of the DFS clients and knowledge of platform functionality is integral to the reporting processes at DFS.
Your Investment Advice Team
Stephen Romic, B.Bus; M.App Fin
Managing Director & Investment Committee Member
Stephen has over 30 years of experience in the financial services industry; he leads a team of dedicated investment professionals and is ultimately responsible for the firm’s investment processes. Stephen is recognised in the industry as a thought leader in portfolio management, specifically in the managed account space. With over 10 years of managed accounts experience, Stephen is a regular participant and speaker at many forums and advisory boards on this topic.
William Higgins, B.A; B.Comm; FIAA; CFA; M.Fin
Senior Investment Research Analyst & Investment Committee member
William specialises in financial modelling with particular emphasis on asset allocation. Throughout his career, William has built strong analytical and technical skills in the area of risk management. William previously held actuarial and asset consulting roles with Towers Perrin and Russell Investments.
William is responsible for the ongoing maintenance and development of the firm’s asset allocation model as well as our proprietary filtering model which is extensively used in our manager selection process.