Australia, Sydney

Apex Fund Services (Sydney) Pty Limited
Level 18, 201 Elizabeth Street
Sydney NSW 2000
Australia

Tel: +61 (0) 421 858 439

Contact Us

Local Time:
(+10 GMT)
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David Potter

Head of Business Development - Australia

Eric Koolen

Managing Director

Tel: +61 2 8988 5881

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Ashmita Chhabra

MD, Business Development - APAC
Maggie Chan

Maggie Chan

Managing Director - APAC
Jay Mogue, Head of Sales - APAC

Jay Moghe

Head of Sales - APAC
Colin Chan, Head of Operations / Company Secretary

Colin Chan

Head of Operations / Company Secretary

As one of two Apex offices located in Australia, Apex Sydney was launched in 2011 to provide dedicated local resource and expertise to support Australian asset managers.

Australia is highly regarded as a financial centre with a well regulated funds management industry. We recognise that local asset managers have historically demonstrated good performance but surprisingly have only more recently begun to aggressively market themselves to attract global capital.

It would seem that opportunities in the offshore market (Asia- Pacific region and beyond) have been under developed given this solid regulatory framework and good performance, the two Apex Australia offices are dedicated to providing its asset managers with seamless access to the world’s major financial centres. We are not only able to facilitate introductions to the right people (including custodians, prime brokers, tax experts, lawyers, professional trustees etc.) but through working alongside other local Apex experts based in offices around the world, we are able to deliver global fund solutions on a local level.

Apex Sydney works closely with other global Apex offices in administering both onshore and offshore funds by embracing the high standards required by a global marketplace. We currently administer various fund types, including the following:

  • Australian Managed Investment Schemes (wholesale and retail)
  • Superannuation Funds
  • Listed Investment Companies (LICs)
  • Limited Partnerships
  • Offshore Funds
  • Private Equity Fund Structures