About Us

We work collaboratively with our clients to build strong, sustainable relationships. Our team is committed to delivering consistent high standards of service, and we understand the importance of accessibility. Working with us, you'll enjoy open communication, meaning well scoped, properly resourced and effectively managed matters.

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Latest News

Eyes on the prize: Maddocks Art Prize winners announced February 22, 2017

Wednesday 22 February 2017 Two of Australia’s most talented emerging artists have been awarded the 2017 Maddocks Art Prize. James Nguyen and Noriko Nakamura were this week named the winners of the biennial prize, which … Continued

Latest Article

What you need to know about the ACCC’s 2017 enforcement priorities February 24, 2017

The Australian Competition and Consumer Commission’s (ACCC) 2017 enforcement priorities are largely in many respects a continuation of their areas of focus from last year, plus a few new industries and issues.  As reported in … Continued

Financial Intermediaries

Our Financial Services team regularly assists financial intermediaries in relation to their planning practices and products.

How can we help?

Financial Planning

  • Advice in relation to acquisition and disposal of financial planning practices, structuring of financial planning businesses and service offerings, documentation and negotiation of member firm arrangements and representative appointments.
  • Compliance and regulation advice on financial services including services disclosure, FOFA reforms, reporting obligations and application for and variations of AFS licences.

Our Financial Services team regularly assists financial intermediaries in relation to their planning practices and products.

How can we help?

Financial Planning

  • Advice in relation to acquisition and disposal of financial planning practices, structuring of financial planning businesses and service offerings, documentation and negotiation of member firm arrangements and representative appointments.
  • Compliance and regulation advice on financial services including services disclosure, FOFA reforms, reporting obligations and application for and variations of AFS licences.
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