La Trobe Financial is a Credit Specialist with over 65 years’ experience covering $13 billion of institutional and retail investment mandates.

Since 1952 we have continually proven our commitment to innovation, product quality and superior service. Our cause is to make a difference by creating “wealth for our investing and borrowing clients, by improving their financial standing".



Date Established
6th August 1952  (wiki)
Head Office Level 25, 333 Collins Street, Melbourne Vic 3000
Other Offices Melbourne, Sydney, Shanghai (China) and Hong Kong
Employees 200
Products
  • Real Estate Credit (loans for property)
  • Fixed Interest & Investment Grade Credit
  • Funds Management
  • Insurance Services
Regulatory Oversight We are regulated by the Australian Securities & Investments Commission (ASIC)
Operational Entities La Trobe Financial Asset Management Limited
A public company (unlisted) responsible for the $1.7billion La Trobe Australian Credit Fund ARSN 088 178 321 the largest credit fund of its type in Australia. Holder of Australian Financial Services Licence (AFSL) 222213 and Australian Credit Licence (ACL) 222213.

La Trobe Financial Services Pty Limited
A private company responsible for managing our group wholesale term debt funding, staff employment, loan administration, Investment Management servicing and third party outsourcing. Holder of Australian Credit Licence (ACL) 392385.

La Trobe Financial Custody & Securitisation Services Pty Limited
A private company responsible for group cash management, capital market trusts and Residential Mortgage Backed Securities (RMBS) bond issuances. Holder of Australian Financial Services Licence (AFSL) 379454.
Auditor KPMG
Compliance Auditor KPMG
Legal Advisors King & Wood Mallesons & Clayton Utz
House Banker Commonwealth Bank of Australia
Group Financials (FY17)
Revenue: A$255m (2016: $208m)
FUM: A$3.7b (2016: $2.8b)
Net Assets: A$112m (2016: $113m)
Profit: Available to Insititutional Investors
Staff: 204 (2016: 172)
Ownership The group is 100% privately held by interests associated with our President & CEO.