A PRIVATE OFFICE SINCE 2014

Channel Finance was established in 2014 as a privately owned advisory business bringing together experience across corporate finance, wealth management and strategic consulting.

 

Today, we operate as a Private Office — providing practical, discreet advice to business owners, families and investors navigating complex financial and commercial decisions.

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Our corporate finance experience spans Australian and offshore businesses across a diverse range of sectors, including agriculture and food production, manufacturing, resources, real estate, logistics, healthcare, education, renewable energy and sustainability.

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We have advised on and managed transactions involving businesses at different stages of ownership, growth and transition.

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That experience is complemented by more than two decades in wealth management, including senior roles within major financial institutions, the development and management of investment businesses and products, and extensive work with high-net-worth individuals, family offices and international investors. This gives us a strong understanding of both the institutional investment landscape and the particular complexities that arise when significant private wealth, family and business interests intersect.

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We have also advised family offices, wealth management businesses and listed companies on strategy, operating models, governance, compliance, technology, investment platforms, outsourcing and operational efficiency. Our work has ranged from board and executive-level advice through to hands-on implementation and business transformation.

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This breadth of experience shapes the way we work. We do not look at a transaction, investment or strategic decision in isolation. We consider the broader balance sheet, ownership structure, liquidity, governance, risk and long-term objectives behind it.

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Channel Finance is owned by its directors and operates under its own Australian Financial Services Licence (AFSL 50845), allowing us to combine institutional experience with the independence, discretion and accountability of a privately owned firm.

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Our experience sits where businesses, capital and families meet — providing practical advice informed by having worked across all three.