Lara has a wide range of domestic and international banking, financial services and corporate experience. She specialises in funds management and regulatory advice relating to financial services, products and markets.
Prior to re-joining Buddle Findlay, Lara worked for one of Australia's largest banks based in Sydney and before that she worked at an international law firm based in Sydney.
Advising BT Financial Group
(owned by Westpac) on all aspects of superannuation products; platform products (BT, Asgard and Panorama); and wholesale and retail funds offered in Australia and New Zealand managed by BT's fund managers and external fund managers, including advising on legislative changes, claims and complaints, registering offers in New Zealand, and reviewing and amending establishment and disclosure documentation, arrangements with the platform products, and related documentation
Preparing and reviewing board papers and management papers
in relation to new and existing wealth products for Westpac
Reviewing and updating policy and procedures documents for Westpac
for a wide range of banking and wealth obligations including privacy, AML/CFT, Banking Code of Practice, trustee obligations, cash account requirements, and investment fund choice
Preparing documentation for, and advising on, registering as a New Zealand Financial Service Provider
and obtaining a New Zealand market service licence or an Australian Financial Services Licence (including reviewing and advising on exemptions, where relevant)
Preparing and reviewing establishment and offering documentation
for wholesale funds in a range of jurisdictions including Cayman, Jersey, Delaware, Singapore, Russia, Israel, New Zealand and Australia
Preparing and reviewing offering documentation
for Australian and New Zealand retail fund offerings, as well as advising on offering under the New Zealand recognition regime