T: +61 2 8289 5857
F: +61 2 9247 1315
M: +61 418 544 716
Lisa-Marie is a partner in our Sydney office and acts for a number of trustees and life insurers in all jurisdictions including the SCT, FOS, the District, County, Supreme and Federal Courts.
In addition to handling their disputed and litigated matters, Lisa-Marie advises trustees on all aspects of their fund operations including deceased estate issues, life policies, indemnity insurance, disclosure and member reporting, outsourcing agreements, dealing with and advising on interventions and requisitions by Regulators and AFS licence and RSE licence obligations.
Since the introduction of RSE licensing, Lisa-Marie has guided a number of trustees and employers through successor fund transfer and fund restructures and associated governance.
Lisa-Marie also acts for life insurers and financial planners in the areas of product advice, compliance, regulatory, group life, individual policy and investment complaints and disputes.