DFS Portfolio Solutions

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DFS Portfolio Solutions

Contact Persons

  • Managing Director
    Stephen Romic (+)
    040 833 2271
    Operations & Governance
    Patricia Chan (+)
    042 373 4307
  • Business Details
  • What we do

Who we are

DFS was previously known as Deloitte Financial Services and was the financial planning arm of the chartered accounting firm, Deloitte Touche Tohmatsu from 1987 to 2001. During this time, a rigorous manager research process was developed which ultimately morphed into DFS Portfolio Solutions (DFSPS).  

DFS has no institutional links. DFSPS’ manager research and asset allocation process is internally funded and receives no payments from any source other than from portfolio services provided.

DFS Portfolio Solutions provides IFAs & Accounting firms with sustainable, cost effective and non-conflicted portfolio solutions.

A risk management specialist, DFS Portfolio Solutions thinks about risk the way clients do. 

While investors see risk as the failure to reach their financial objectives, they also see risk as the anxiety they feel when exposed to turbulent market conditions. 

Our objective is to stabilise portfolio risk and we do this by changing the asset allocation as changes in risk levels are observed.

DFS Portfolio Solutions manages portfolios on behalf of IFAs across multiple platforms and has more than 10 years of Managed Account experience.

 

Contact us

Email
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Address
Level 2, 22 Pitt Street Sydney NSW 2000