A PRIVATE OFFICE SINCE 2014

Channel Finance was established in 2014, bringing together experience across corporate finance, wealth management and strategic consulting. We act as your Private Office.

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On the corporate finance side, we have advised on and managed transactions for both Australian and offshore companies across a broad range of industries, including agriculture, beef and dairy cattle, sheep, lobsters, forestry, wine, logistics, manufacturing, medicine, mining, real estate, international education, renewable energy and sustainability.

 

Our experience extends well beyond individual transactions. We bring more than two decades of wealth management experience, including senior leadership roles across some of Australia’s leading financial institutions, the development and management of investment platforms and products, and extensive experience working with ultra-high-net-worth individuals, families and offshore investors.

 

This has included building businesses from inception, working across domestic and international investment markets and managing the complexities that arise when capital, regulation and family interests intersect.

 

We have also advised wealth management businesses, family offices and listed companies on strategy, operating models, technology, compliance and regulatory frameworks, platform selection, outsourcing and operational efficiency. That work has ranged from board and executive-level strategy through to hands-on implementation and business transformation.

 

This breadth of experience matters. It means we approach an opportunity not simply from the perspective of a transaction, an investment or a particular product, but with an understanding of the broader commercial context in which decisions are being made. The directors own the business and Channel Finance operates its own Australian Financial Services Licence (AFSL).

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Our experience sits at the intersection of businesses, capital and families — providing practical advice shaped by having worked across all three.