Adrian’s financial services law practice covers superannuation, managed funds, life insurance, and financial advice. His work includes both advisory and transactional services. He works for a variety of participants in the financial services industry, including issuers, investment professionals, and service providers.
Adrian’s aim is to work with his clients to get the best outcome for them in the simplest, most efficient way possible.
Adrian is a member of the Law Institute of Victoria and the Association of Superannuation Funds of Australia.
- Acting for superannuation trustees, responsible entities and investment managers in mergers and acquisitions, including successor fund transfers, and service arrangements.
- Acting for superannuation trustees and life companies in the development, issue and distribution of new financial products including structured and guaranteed products, pooled schemes, and separately managed account products.
- Assisting superannuation trustees, administrators and other participants with MySuper and Superstream compliance, including applications and submissions.
- Managing regulatory compliance projects for financial services groups including FOFA and governance projects.