Not owned by institutions
Being free from institutional ownership enables DFS Advisory Services to adopt a client-centric approach and a service model without any structural limitation other than upholding clients’ best interests. This is DFS’ differentiation from traditional product-affiliated practices.
Our ongoing commitment to innovation and continuous improvement, helps DFS Advisory Services set a new benchmark for best-practice in our industry, offering clients access to wealth planning and investment advice of superior quality and value.
1999-2001
DFS was then Deloitte Financial Services, the private client advisory and asset consulting arm of Deloitte Touche Tohmatsu
2001-2003
DFS was sold and through a series of transactions, the principals ultimately acquired the business and renamed it DFS Advisory Services.
2004
DFS obtained its own Australian Financial Services Licence.
2006
DFS launches DFS Portfolio Solutions, a separate company to oversee all its investment and research functions. This enables DFS Advisers to focus on client strategies and servicing, while delegating the portfolio management to experts.
2003-current
DFS Advisory Services continues to invest in our team and in DFS Portfolio Solutions to develop proprietary research capability to enhance its manager research capabilities and the automated Risk Profile Model service.