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About Us



La Trobe Financial is today Australia’s leading privately owned and non-bank independent provider of mortgage and investment management services. We employ over 145 staff and have operated continuously since 1952 as a specialist boutique Funds Manager.

Since the company was formed in 1952, La Trobe Financial have lent cumulatively in excess of $10 Billion to over 100,000 individual borrowers, and have been at the forefront of the industry, providing a wide range of both management and investment services to allow financial institutions to focus on building their business, sound in the knowledge that their investment and mortgage portfolios are being managed on what is recognised as a most robust, flexible and dynamic retail mortgage banking system. Retail investors have also been able to leverage off this expertise.

We are proud to be able to claim that none of our competitors are likely to work with as many investors both institutional and retail as we do across such a wide range of products and services, markets and lending strategies, and none will have our expertise, experience, and profile in the industry. Through being part of the La Trobe Financial platform, banks, building societies, insurance companies and specialist lenders have reaped the benefits of outsourcing mortgage asset administration to La Trobe. Today we act on behalf of many large institutional client portfolios', and operate Australia’s largest select Mortgage Fund.

La Trobe Financial is uniquely placed to provide the right solution for any investor looking to better manage costs, risks and service levels of staff. La Trobe enjoys the heritage of success as a recognised industry leader and the financial backing through being one of the county’s most innovative financial groups providing tailored solutions to a growing number of Financial Institutions. The solutions we provide extend to:

  • Asset Administration Services
  • Document and fund Custodial Investment Services
  • Portfolio Financing and Transfer Services
  • Retail Investor Savings and Investments Services
  • Default Management
  • Financial Control and Regulatory Reporting (APRA, ASIC, FTRA, ATO)
  • Backup/ Standby Lender Services
  • Specialist Consulting Services