Lisa is a partner in the Asset Management and Investment Funds practice area in Sydney. She has extensive experience advising on investment funds and financial services regulation.
Lisa is a trusted legal adviser who is passionate about providing practical advice with exceptional client service. She enjoys assisting local and offshore clients navigate the complexity of the Australian regulatory regime.
Lisa provides specialist advice on:
- fund formation across a range of asset classes including equities, fixed income, private credit, and direct property;
- quotation and listing of exchange-traded funds (ETFs);
- promotion and disclosure obligations for managed investment schemes (registered and unregistered);
- outsourced trustee arrangements, fund operation, and service agreements related to investment management, custody, and administration;
- transactional matters involving change of trustee or responsible entity; and
- financial services regulation in relation to Australian financial services licensing, design and distribution obligations, ESG regulation, ASIC relief, and breach reporting requirements
