Financial Services

Relying on the depth and breadth of our expertise, intellectual rigour and a proven track record of finding successful and commercially astute solutions, ClarkeKann Financial Services structures deals that suit market conditions.

Our financial services sector knowledge and understanding of our clients' business objectives means we provide advice that truly meets those aims  Our clients, ranging from public and private companies to individuals, trust us with the full range of finance transactions, including negotiating and drafting agreements and specialised security documentation, business, property, construction and large scale subdivision financing; as well as finance litigation and recoveries.

We also provide specialist advice to participants in the funds management industry including responsible entities, IDPS, IDPS-like and other administration service providers, custodians and investment managers.


  • Structured finance
  • Construction finance
  • Funds management
  • Lease and equipment finance
  • Primary debt and mezzanine funding
  • Project finance
  • Trade finance
  • AFSL licensing and related compliance issues
  • Licensing under the National Consumer Credit Protection Act


Bank of China

Documenting transactions across a range of areas including term loans, lines of credit, trade facilities and dual currency facilities.

Epic Property Investments Limited

Advising in relation to compliance with requirements of its Australian Financial Services Licence, corresponding with ASIC, applying for variation of conditions of AFSL and negotiating terms with financiers of the group.


Structuring a facility under which a third party financier (our client) provided development finance to a receiver to a failed mortgage fund to complete a partially completed development.  Securities included mortgages, equitable assignments of mortgages, charges over assts of receivership and tri partite agreements.

Private Family Fund

Negotiating and documenting numerous preferred equity arrangements in which the client has taken both debt and equity position in a project.

Foreign Company

Advising a foreign company on syndicate loan facility in excess of $500 million for the purpose of investing in a major project.

StockCo Group

Drafting pro forma documentation for this agrifinance cash flow lender, advising on implementation of PPSA policies and procedures, various recovery actions and acting on substantial structured finance arrangement to provide wholesale funding.

St Laurence Capital Limited

Advising on the primary debt development funding facilities for St Laurence Capital as responsible entity of The St Laurence Capital Assured Fund, a registered managed investment scheme.

Various Equipment Hire Companies

Reviewing and updating all documentation to be PPSA compliant, establishing PPSA compliance systems and conducting training systems with staff.

Our team



Partners, Steven Cardell and Paul O’Dea were recently listed in Doyle’s Guide to the Australian Legal Profession - Leading Property and Real Estate Lawyers – Brisbane 2016. To make this list requires feedback from various sources but most importantly our clients. We thank our clients for that valuable input and look forward to assisting in your continued property growth.  VIEW MORE


ClarkeKann has received the Australia-Taiwan Business Excellence Award for our efforts promoting and advising on most of the major investments from Taiwan into Australia over the last 20 years. Click below for more details about Foreign InvestmentVIEW MORE


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