private limited industry financial services funds management founded 1952 headquarters 333 collins street melbourne australia number of locations sydney melbourne shanghai china key people greg o neill ceo md brian ford coo svp rob clough cfo svp randal williams cro svp martin barry cwmo vp chris andrews cio vp rowan donohoue clc vp cory bannister clo vp ryan harkness deputy cio vp cameron walker deputy cfo vp bev christou hr vp philip coghlan legal vp products real estate credit fixed interest funds management operating income a 208million 2015 148m aum a 3billion 2015 2.1 b number of employees 172 divisions real estate credit funds management corporate governance finance & it fintech website www.latrobefinancial.com la trobe financial is australia s leading credit specialist with over 60 years experience operating in melbourne sydney and shanghai . la trobe financial s head office is based in melbourne and specialises in real estate credit fixed interest investments and funds management operating australia s largest and most awarded credit fund . the current president and ceo is mr. greg o neill . contents 1 history 2 operations 3 key dates and facts 4 previous chief executives 5 previous chairmans 6 references 7 external links history edit la trobe financial formed in 1952 initially operated as a business partnership between kelvin david o mullane and raymond kevin o neill . attributed as one of the fastest growing building societies in australia the 1970s it was eventually demutualised after ray o neill bought out his co founding business partner . it has since grown to become one of australia s leading bank independent credit specialists . specialising in private property credit with a focus on residential and commercial mortgage assets la trobe financial have been at the forefront of the industry 1 providing a wide range of both asset management and retail investment services . operations edit the company operates through two core entities la trobe financial services an unlisted proprietary private company holder of australian credit licence acl 392385 2 responsible for group administration and asset servicing third party outsourcing services custody services and group insurance sales and wholesale insto funding mandates . the second core entity is la trobe financial asset management an unlisted public company and holder of australian financial services licence afsl 222213 3 responsible for all retail investments in the la trobe australian mortgage fund 4 which is australia s largest fund of its type . key dates and facts edit since 1952 operating insto investment mandates of between 100m to 800m . in 2001 was appointed by the australian securities and investments commission asic to take over another national operator . 5 more than 11 billion has been managed on behalf of institutional and retail investors since the company commenced its operations . insto portfolios comprise long term wholesale mandates from all of australia s big four banks most australian regional banks international banks and financial institutions without loss of mandated investor capital or interest since inception . the groups retail investment fund accommodates both retail investors and select wholesale institutional investors ; they hold an afsl 222213 and under the corporations act hold assets in trust without the need for an external custodian external trustee or external security trustee . the retail mortgage investment trust has over 1billion 30 june 2016 of retail investments . 6 the company has also received many domestic and international awards . our credit fund 12 month term investment account was voted australia s best mortgage fund by money magazine for the last seven consecutive years 2016 2015 2014 2013 2012 2011 2010 . citation needed during 2014 2015 & 2016 la trobe financial received three international finance awards london based for best investment management company australia 7 and best mortgage fund australasia 8 awarded four international alternate investment review iair global funds management awards in february 2013 2014 2015 and 2016 presented in hong kong for asset manager of the year mortgage funds asia pacific 2016 and best specialist lender australia 2016 . 9 winner 2011 victorian innovation in funds management award awarded at the melbourne financial services symposium 10 and an honourable mention in 2015 for innovation with our p2c parent to child loan product . australia s only 4 1 4 star rated mortgage fund sqm research 11 recommended by zenith investment partners pmo s excellent long term performance and our impressive track record 12 lipper leaders rated 5 for total return consistent returns and preservation 13 rated strong by australian ratings for overall asset servicing capacity and depth of management . 14 chosen in 2015 as one of fifteen 15 firms across australia by austrade the australian federal government trade promotion body to promote free trade agreements across asia pacific 15 previous chief executives edit kelvin david o mullane 1952 1972 20 years raymond kevin o neill 1972 1997 25 years gregory kevin o neill 1997 current 19 years previous chairmans edit mr kelvin o mullane 1952 1961 9 years mr donald cooper oa 1961 1972 11 years mr pat o brien 1972 1980 8 years mr john barton 1980 1984 4 years mr john dack dfc 1984 1986 2 years mr bertram wilson 1986 1997 11 years mr raymond o neill 1997 2007 10 years mr perce cooper 2007 2010 3 years mr david bird 2010 current 6 years references edit victorian innovation in fund management awards 2011 20 april 2011 melbourne financial services symposium view award asic 13 march 2012 la trobe financial acl view listing asic 13 march 2012 la trobe financial afsl view listing the mortgage funds australian registered scheme number arsn is 088 178 321 as issued by asic asic 01 156 asic obtains court orders appointing temporary responsible entity to mortgage scheme view article annual report 30 june 2015 la trobe financial annual report view report ifm london award 2015 view video ifm london award 2015 view video iair awards 2015 hong kong view awards victorian innovation in fund management awards 2011 20 april 2011 melbourne financial services symposium view award independent sqm report 4.25 star rating view article independent zenith report recommended status view article independent lipper leaderreport 5 star rating view article independent australia ratings strong rating view article austrade free trade agreement fta view video external links edit la trobe financial retrieved from https en.wikipedia.org w index.php title la trobe financial & oldid 741506677 categories companies based in melbournefinancial services companies of australiacompanies established in 1952hidden categories use dmy dates from may 2014use australian english from may 2014all wikipedia articles written in australian englishall articles with unsourced statementsarticles with unsourced statements from march 2016 navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page was last modified on 27 september 2016 at 22 59 . text is available under the creative commons attribution sharealike license ; 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