Joe is an Australian-qualified lawyer specialising in Funds and Financial Services. His background includes advising Australian fund managers on the structuring and establishment of retail unlisted and wholesale alternative investment funds, reviewing offer memorandums and investment management agreements.
Joe is admitted to practise in Queensland, Australia.
- Advising an Australian property fund manager on the launch of an open ended $300 million + agricultural property fund.
- Advised an Australian property fund manager on the launch of a wholesale fund and their joint venture arrangements to purchase a 50% interest in a $340 million A grade office tower in Perth.
- Advised retail fund managers on their product governance arrangements to comply with the design and distribution obligations (modelled off the MiFID II Product Governance arrangements).