Mills Oakley Lawyers

Lisa-Marie McKechnie 
Partner
T: 61 2 8289 5857
F: 61 2 9247 1315
E: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Lisa-Marie is the Sydney Partner in Mills Oakley’s Financial Services Team and has over 13 years experience advising clients in the areas of superannuation and life insurance.

Expertise

Lisa-Marie has established a reputation for her commercial and strategic approach to the management and defence of disputed superannuation and life matters and acts for a number of trustees and life insurers in all jurisdictions including the SCT, FOS, the County, District, Supreme and the Federal Courts.

Lisa-Marie advises trustees on all aspects of their fund operations including:

• life policies and indemnity insurance
• investment and asset management
• administration and custodial agreements
• dealing with and advising on interventions and requisitions by Regulators
• the restructure of superannuation arrangements including successor fund transfers, mergers and outsourcing arrangements,
• AFS licence and RSE licence obligations

Lisa-Marie acts for life insurers in the areas of product advice, compliance and regulatory and group life and individual policy complaints and disputes and for employers in relation to specific issues arising from restructure of superannuation arrangements.

Professional Qualifications

• BA, LLB (Hons) Melbourne University 1995

Other Roles and Associations

• Law Society of NSW
• Law Society of Victoria
• ASFA – Best Practice Committee member
• AILA