Financial Services

Helping you manage evolving regulatory, technological, social and commercial challenges.

Our transactional, technology, advisory and regulatory lawyers understand the opportunities and risks within the broad financial services industry and we use our deep understanding of the industry and our clients’ businesses to deliver practical solutions that help them achieve their business and strategic goals.

Acting for banks and non-bank lenders, payment facilitators, investment funds, fintech providers, intermediaries, insurers, brokers and superannuation funds, our legal capability includes:

  • corporate and commercial, including M&A, joint ventures, capital transactions and restructures;
  • financial services regulation and funds management, including fund structuring and establishment, AFSL and ACL applications and variations, APRA prudential standards, payments regulation, AML/CTF compliance and unfair contract terms;
  • technology and procurement;
  • digital and payments;
  • cyber risk, privacy and data protection;
  • banking and finance (debt transactions);
  • commissions and inquiries;
  • litigation and dispute resolution;
  • investigations and remediation programs; and
  • employment relations.

For trusted legal expertise, contact Ben Mortimer.

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Our legal expertise

Macquarie

Advised on the sale of Macquarie’s auto dealer finance business to Allied Credit Group and its sale of shares in Macquarie Premium Funding.

Advised on the extension and renegotiation of its outsourcing arrangements, including card transaction processing services and back-end services.

Development and licensing of its PropertyIQ software platform as part of its customer engagement strategy.

Mastercard

Advised Mastercard on its commercial arrangements with Transport for New South Wales to develop a digital transit card designed for use on the TfNSW ticketing system and available within a mobile wallet on supported mobile devices (Opal Digital Card).

Also advised on the roll-out of a new multi-currency cards platform for the Westpac Group, together with related card management services.

RACQ

Advised on its merger with QT Mutual Bank, involving both a demutualisation and a separate scheme of arrangement.

Big 4 Bank

Advised on the establishment of a US-based fintech start-up in Australia and the bank’s investment in the start-up.

Digital currencies

Advised a blockchain-based payment solutions provider in relation to the various regulatory implications of undertaking an initial coin offer (ICO) in Australia, including financial services and AML/CTF regulations. We also advise Australian and international clients on the current potential regulatory issues (including financial services and AML/CTF regulation) associated with cryptocurrencies, ICOs and other digital currencies.

Investment management funds

Advised on the establishment of funds (including registered schemes and Exchange Traded Funds), AFSL variation applications, PDS review, sign-off and verification, and ad-hoc regulatory queries.

Peak industry body

Advising a peak industry body on the high-profile Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. Also developed a data breach response plan and cyber incident toolkit and advised on its bespoke privacy and cyber risk training program.

Gallagher

Advised on Arthur J Gallagher’s rights under an existing contract to design, develop, install, implement and provision an insurance broking management and claims software system across Australia and New Zealand.

Advised on Gallagher Benefit Services’ acquisitions of Fortress Financial Solutions, Monash Group Financial Planners, Blueleaf Consulting and Effectus Consulting and Gallagher Bassett Services on its acquisition of Fullerton Health Corporate Services.

Hub24 Limited

Advised HUB24, an ASX listed investments and superannuation company which provides a market-leading technology platform, on the establishment of its ConnectHUB portal, an exciting new open-architecture solution designed to bring multiple data sources and applications together to provide advisers with the ability to create a bespoke, single-view platform.

Queensland Rural and Industry Development Authority (QRIDA)

Advised in relation to their roll out of over 7,000 loans for the COVID-19 Job Support Loan Scheme. In less than 12 weeks we prepared all templates and systems to document secured and unsecured loans for the Scheme. We have also advised in relation to the recovery of loans and security enforcement.

Police Bank Limited

Ensured Police Bank Limited’s privacy and security compliance through the revision of all of the Bank’s internal and external-facing privacy policies and framework, the development of a cyber incident toolkit for the identification and management of cyber breaches, the update of the bank’s crisis management plan, and development of a bespoke data breach response plan.

Distressed debt

Assisted various financiers, including “Big 4 Banks”, in relation to a large number of lending recovery and enforcement matters, including on the urgent appointment of receivers over secured assets, the negotiation and implementation of forbearance and debt restructuring arrangements, and the enforcement and restructurings of complex lending groups.

News and insights

Your financial services team

Wei Lim

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Chris Barr

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David Gilham

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Stephen Iu

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Kirby Jukes

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Natalie Kurdian

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Ben Mortimer

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Jason Munstermann

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Tim Wiedman

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Ben Wood

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Jane Davies

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Michelle Guy

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Jasmine Luczak

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Emile McPhee

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Rob Dickfos

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Kate Power

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Celine Seo

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Chris Barr

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David Gilham

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Stephen Iu

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Kirby Jukes

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Brisbane
Level 11, 66 Eagle Street
Brisbane QLD 4000
Tel +61 7 3233 8888

Sydney
Level 32, 25 Martin Place
Sydney NSW 2000
Tel +61 2 8241 5600

Canberra
Level 9, 2 Phillip Law Street
Canberra ACT 2601
Tel +61 2 8241 5600

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McCullough Robertson acknowledges the land in which we work of the Gadigal People of the Eora Nation in Sydney, the Turrbal People and Jagera People in Brisbane, and the Ngunnawal People in Canberra and we pay our respects to Elders past, present and emerging. © Copyright 2025 McCullough Robertson Lawyers | Privacy Policy | Terms and Conditions | Business Ethics | Modern Slavery Statement | Sitemap
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