Group Awards:


Best of the Best Money Magazine    More info >
2017 'Best Mortgage Fund in Australia' - 8 years in a row

Since 1999 Money magazine has been Australia’s most read monthly personal finance publication owned by Bauer Media has a circulation of 43,140 (Dec 16) and readership of 142,000 (Dec 16). Bauer Media (Germany) is an international media group producing more than 570 magazines, 300 digital products, 50 radio and TV stations worldwide and group turnover at €2 billion, employs 16,000 staff in 16 countries. For the eighth year in a row (2010 - 2017) La Trobe Financial's 12 Month Term Account has been recognised as the 'Best Mortgage Fund in Australia' by respected financial journal, Money magazine.

International Finance Awards - London    More info >
2016 "Best Investment Management Company – Australia" – 3rd year running
2016 "Best Specialist Lender – Australia"
2015 "Best Mortgage Fund – Australasia"


The IFM Awards conducted in London each year recognise international finance industry companies that make a significant difference and add value. Each Award is one that recognises the highest standards of innovation and performance. International Finance Magazine (IFM) Publications Ltd based in London provides financial market information read in over 185 countries including top decision makers and influences in global finance.

2016 La Trobe Financial was awarded "Best Investment Management Company – Australia" for a third consecutive year.

2016 La Trobe Financial was awarded "Best Specialist Lender – Australia".

2015 La Trobe Financial was awarded “Best Investment Management Company – Australia” and “Best Mortgage Fund – Australasia”.
Award 1 presentation >   Award 2 presentation >

IAIR Asset Management Global Awards - Hong Kong China    More info >
2016 'Asset Manager of the Year – Mortgage Funds (Asia Pacific)'
2016 'Best Specialist Lender' (Australia)

International Alternative Investment Review (IAIR) is a global independent research institute based in Milan focused on alternative investments. It's AWARDS are one on of the worlds leading awards for excellence in asset and wealth management having been held in New York, Sao Paulo, Milan, Hong Kong and London. Winners are selected by a judging panel from an on-line survey of over 50,000 readers.

In March 2016, La Trobe Financial was awarded "Asset Manager of the Year – Mortgage Funds (Asia Pacific)". This was the fourth consecutive year our Fund has been awarded by IAIR. La Trobe Financial was also awarded "Best Specialist Lender (Australia)".
Awards page >

In March 2015, La Trobe Financial was awarded "Excellence in Mortgage Fund – Performance – Asia Pacific" for the third consecutive year.
Awards page >

In February 2014 La Trobe Financial was awarded "Excellence in Mortgage Fund Management Independent, Australia" for the second consecutive year.
Awards page >

In February 2013 La Trobe Financial were awarded two separate Asset Management Awards: "Excellence and Innovation in Fund Management Independent, Australia" and "Excellence in Mortgage Fund Management Independent, Australia".
Awards page >

Adviser Best Non-Bank Lending Awards    More info >
2015 Best Non-Bank Lender La Trobe Financial – Finalist.


Best Non-Bank Lender La Trobe Financial – Finalist, The Adviser’s Non-Bank Lending Awards 2015. The winners are chosen based on a survey of almost 600 brokers, undertaken by the Sydney based Adviser Magazine the number one resource for Australian mortgage and finance brokers, reaching over 10,000 mortgage and finance professionals every month. Backed by a respected and experienced publishing team owned by Sterling Publishing Pty Ltd.

RFI Australian Specialist Lending Awards    More info >
2017 Best Non-Bank Lender La Trobe Financial - Finalist.
2017 Best Specialist Lender La Trobe Financial - Finalist.
2017 Best Self Employed Lender La Trobe Financial - Finalist.


Best Specialist Lender La Trobe Financial - Finalist. Presented by RFi, a global intelligence and media provider to financial services, with offices in Toronto, Washington DC, London, Hong Kong, Singapore and Sydney, The Australian Lending Awards are the only awards dedicated exclusively to awarding achievement within the mortgage industry which are based on consumer interviews, broker interviews and an independent panel of judges and aim to acknowledge the outstanding lenders as well as those catering to specific market segments

Melbourne Financial Services Symposium (MFSS) Awards    More info >
2015 La Trobe Financial Innovation Award - special mention finalist.
2011 La Trobe Financial Innovation in Funds Management Award


The Melbourne Financial Services Symposium since 1998 has brought together global and local industry leaders in funds management and also hosts two awards. The Victorian Innovation in Funds Management Award (VIFM) and the VFMC Industry Stewardship Award. Operated by the Australian Centre for Financial Studies (ACFS), this Innovation Award reflects La Trobe Financial's outstanding performance during the Global Financial Crisis of 2008.

AFR Smart Investor Awards    More info >
2009 "Top Ranked Mortgage Fund" Australia Wide

Australian Financial Review is owned by Fairfax Media commenced in 1951 as a weekly newspaper then in 1961 bi-weekly and in 1963 a daily newspaper. AFR Smart Investor awards are assessed by an independent expert panel. In 2009, La Trobe Financial was awarded "Top Ranked Mortgage Fund" Australia Wide by Smart Investor Magazine (Australian Financial Review.)

Prime Minister Innovation Award    More info >
1986 Prime Minister Award for Innovation


National Awards for Innovation presented by the then Prime Minister the Hon. R.J. Hawke in 1986 for local government in a joint venture between La Trobe Financial and Moe City Council tendering valuable banking services and arranging an additional $12 million in home loan finance for circa. 300 new residents in the municipality as conceived by La Trobe Financial founder Mr. Ray O'Neill, Shire President Bob Pugsley and Shire CEO Mr. Peter Lerstang.

The award was personally awarded by Hon. R.J. Hawke. The National Awards recoqnise, reward and promote the innovative work across Australia.

Fund Ratings:


Australia Ratings    More info >
‘Strong’ ranking given to La Trobe Financial. 24-Feb-2016

Australia Ratings is the only credit rating agency in Australia which holds a retail Australian Financial Services Licence (AFSL) issued by the Australian Securities & Investments Commission (ASIC) meaning that it is the only ratings agency in Australia licensed to issue credit ratings on debt securities and products offered to retail investors in Australia.

Australia Ratings has assigned a ‘Strong’ ranking to La Trobe Financial Asset Management Limited (LFAM) in its role as the Responsible Entity for the La Trobe Australian Credit Fund (the Fund). This Operational Capability Assessment (OCA) ranking reflects the embedded processes and procedures adopted by LFAM to successfully execute the Fund’s investment mandates and deliver the expected income to investors.”

Lonsec    More info >
‘Recommended’ rating for the Pooled Investment Option. 30-June-2016

Lonsec has been providing tailored investment research solutions for financial advisers for more than 15 years. Lonsec is owned by private equity specialist Mark Carnegie and Jeff Bresnahan's superannuation ratings house, SuperRatings.

Lonsec rates the La Trobe Australian Credit Fund Pooled Investment Option (the La Trobe Fund) ’Recommended’ on the belief that ... ”that Lonsec has conviction that the fund or product can achieve its objectives and, if applicable, outperform peers over an appropriate investment timeframe. The manager or product has a number of competitive advantages in people, process and product design.”

Zenith Investment Partners    More info >
The La Trobe Fund rated ‘Recommended'. 12-May-2016

Zenith Investment Partners is an independently owned investment research provider 100% owned by directors and key staff, formed in 2002 by David Smythe and David Wright (both formerly of InvestorWeb)

Zenith Investment Partners rates the La Trobe Fund ‘Recommended’ because... ”it provides investors with an exposure to a diversified, Australia-wide portfolio of real estate mortgage securities. La Trobe Financial was founded in 1952 and is wholly owned by Managing Director Greg O’Neill. With $2billion in funds under management and strong lending operations, the business is in a sufficient financial position to comfortably carry on for the foreseeable future.”

SQM Research    More info >
Pooled Mortgages Option rated Superior "4.25 Stars". 7-Mar-2016
Select Mortgages Option rated Superior "4 Stars". 7-Mar-2016

SQM Research is an independent property advisory and forecasting research house specialising in providing accurate property related advice, research and data to financial institutions and real estate investors. It is founded by Louis Christopher one of Australia’s most recognised and respected property analysts.

SQM Research rates the Pooled Mortgages Option “4.25 Stars” and the Select Mortgages Option "4 Stars". These ratings reflects SQM Research’s continued faith in the Fund’s skilled and experienced investment team. Moreover, the Fund has been able to record strong outperformance to its stated benchmark and the broader peer group over the year.*

Lipper Ratings    More info >
Lipper Ratings rates Cash & Mortgages option ‘3 for Consistent Return’ and Pooled Mortgages Option '5 for Consistent Return'. 8-Sep-2014

Lipper, a Thomson Reuters company, covers 213,000 share classes and more than 117,000 funds located in over 60 countries. Found in 1973 by securities analyst A.Michael Lipper and taken over by Reuters in 1998. Funds are rated on a numeric scale of 5 to 1 with '5' representing funds with the highest rating. Lipper metrics, Total Return, Consistent Return, Preservation, Tax efficiency (US only) and expense all compared to similar funds within a peer group.

Lipper Ratings rates the La Trobe Fund as a ‘3 for Consistent Return’ (Cash & Mortgages Investment Option) ... "on the basis that the Cash and Mortgages Option aims to provide Investors with a reasonably stable and predictable income based on a monthly variable rate of return, investing in mortgages, cash and bank bills, retaining higher cash than other Options. Lipper Ratings rates the Pooled Mortgage Option of the Fund a ‘5 for Consistent Return because it aims to provide Investors with a reasonably stable and predictable income based on a monthly variable rate of return, investing in a wide range of mortgages in a range of industry sectors, with geographic diversification across Australia.”

Staff Awards:




Financial Services Executive of the Year - 2016    More info >

The CEO Magazine, Executive of the Year Awards are Australia's most prestigious business awards. The awards recognise the exceptional contribution made by the CEO and senior management who drive Australia's greatest organisations.

Wealth Management Executive of the Year - 2011    More info >

Rainmaker group founded in 1992 established a reputation as leading financial services Information Company providing market intelligence, industry research, media and publishing, events and consulting services predominant for Superannuation Funds, Investment Managers and Financial Planners. The Rainmaker Group comprises: Rainmaker Information, Financial Standard, Selection Super, Select Adviser, and CompanyOnline.

Entrepreneur of the Year - 2012    More info >
Greg O'Neill - President & CEO

Ernst & Young is a global accounting and audit firm of 167,000 staff. Ernst & Young sponsor the Entrepreneur of the year awards in over 140 cities in more than 50 countries. The EY Entrepreneur of the Year is considered the world’s most prestigious business awards. Each year a handful of select business men and women are selected by EY to nominate.


Best National BDM Mortgage Industry Australia - 2013, 2014   More info >
Michelle Bannister - Senior Manager Client Partnerships

The Mortgage & Finance Association of Australia (MFAA) is the peak rational body providing service and representation to over 9,500 credit advisers (Mortgage brokers) in Australia. The association formed in 1982 was formerly known as the Mortgage Bankers Association. The MFAA Excellence Awards are held annually and winners are voted on by an independent expert Judging panel.



Nominee - Marketer of the Year 2016
Money Management Women in Finance Awards   
Marketer of the Year - Investment Management - 2014    More info >
Caterina Nesci - Head of Communications & PR

Rainmaker group founded in 1992 established a reputation as leading financial services Information Company providing market intelligence, industry research, media and publishing, events and consulting services predominant for Superannuation Funds, Investment Managers and Financial Planners. The Rainmaker Group comprises: Rainmaker Information, Financial Standard, Selection Super, Select Adviser, and CompanyOnline.



Nominee - Employer of the Year 2016
Money Management Women in Finance Awards   
Bev Christou - Head of HR & Admin


Nominee - Investment Management Professional of the Year 2016
Money Management Women in Finance Awards   
Cheree Cain - Head of Investor Operations