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Home / Expertise / Financial services

Financial services

As major reform continues, so does the ever-tightening controls on markets, products and participants including financial advisers, funds, brokers, custodians, superannuation trustees, banks and ratings agencies.

Our team understands that operating successfully in the current environment requires more than a thorough knowledge of the Corporations Act 2001 and an appreciation of the growing regulatory regime.

The ability to anticipate the future for financial services comes from our deep industry understanding and the relationships we have built with business and industry leaders in the sectors that drive our economy.

We are experienced in Australian financial services licensing, funds management, compliance and fundraising and regularly advise wholesale and retail fund managers, managed investment and financial service clients including financial advisers, income and finance funds, equity funds, property trusts (listed and unlisted), hedge funds, agribusinesses, superannuation funds, strata title and timeshare schemes.

Our expertise also covers structuring single and multiple purpose trusts and other fundraising vehicles, funds management operations and ongoing advice to fund managers and financial planning businesses. We work with our clients in the acquisition, merger and stapling of funds and funds management businesses.

As a leader in this market, we are practical and commercial helping to advance business interests.

To find out more, contact Tim Wiedman

Meet the team

Tim Case

Partner

Michelle Guy

Senior Associate

Kristie Ho

Senior Associate

Wei Lim

Partner

Rebecca Lindhout

Special Counsel

Jasmine Luczak

Special Counsel

Katy Matheson

Senior Associate

Nicola McMahon

Senior Associate

Matt McMillan

Partner

Ben Mortimer

Partner

Mick Moy

Partner

Jason Munstermann

Partner

David O’Farrell

Partner

Katrina Pagey

Special Counsel

Trudi Procter

Partner

Felicia Pserras

Senior Associate

Eva Vicic

Partner

Tim Wiedman

Partner

Alan Wrigley

Senior Associate

Rachel Zagorskis

Senior Associate

Related services and sectors

Financial services

Food & agribusiness

International

Banking & finance

Corporate advisory and governance

Real estate

Mergers & Acquisitions

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BRISBANE

Level 11, 66 Eagle Street
Brisbane QLD 4000
GPO Box 1855
Brisbane QLD 4001
Tel +61 7 3233 8888
Fax +61 7 3229 9949

 

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    sydney

    Level 32, MLC Centre
    19 Martin Place
    Sydney NSW 2000
    GPO Box 462
    Sydney NSW 2001

    Tel +61 2 8241 5600
    Fax +61 2 8241 5699

     

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      melbourne

      Level 27, 101 Collins Street
      Melbourne VIC 3000
      GPO Box 2924
      Melbourne VIC 3001

      Tel +61 3 9067 3100
      Fax +61 3 9067 3199

       

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        Please do not send us any confidential information. By submitting this form, you agree that our review of the information you submit will not create a lawyer-client relationship between you and our firm (or any lawyer in our firm) and it will not prevent us from representing a party in any matter where the information you submit is relevant, even if that information could be used against you.

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        newcastle

        92 Young Street
        Carrington NSW 2294
        PO Box 394
        Newcastle NSW 2300

        Tel +61 2 4914 6900
        Fax +61 2 4914 6999

         

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          Please do not send us any confidential information. By submitting this form, you agree that our review of the information you submit will not create a lawyer-client relationship between you and our firm (or any lawyer in our firm) and it will not prevent us from representing a party in any matter where the information you submit is relevant, even if that information could be used against you.

          canberra

          Level 9, 2 Phillip Law Street
          Canberra ACT 2601

          Tel +61 2 6243 3669
          Fax +61 2 8241 5699

           

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            We handle your personal information in accordance with our privacy policy.

            Please do not send us any confidential information. By submitting this form, you agree that our review of the information you submit will not create a lawyer-client relationship between you and our firm (or any lawyer in our firm) and it will not prevent us from representing a party in any matter where the information you submit is relevant, even if that information could be used against you.

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