DFS Advisory Services Pty Ltd

  • Services:
  • Financial planning, Fund management, Wealth management
  • Address:
  • Level 3
    179 Queen Street
    Victoria, 3000
  • Phone:
  • +61 3 9658 6701
  • Email this business:

Business overview

"DFS Advisory is a privately owned company built on more than 70 years of combined experience in the industry. Previously known as Deloitte Financial Services, it was the financial planning arm of Deloitte Touche Tohmatsu Chartered Accounting firm from 1987 to 2001. The Principals of DFS now own the DFS business which is independent from any institutional ownership and associated product oriented biases. This enables DFS to adopt a service approach that focuses on strategy based advice.

DFS has developed an internal institutional-grade investment capability over the last 12 years which is available via our specialist division - DFS Portfolio Solutions (DFSPS). DFSPS provides disciplined and rigorous asset allocation; risk management; and manager selection advice, which enables its advisers to focus on strategy-based advice with clients. DFSPS further provides meaningful portfolio benchmarking and attribution analysis services to clients, with a high degree of transparency and accountability."