Financial advisors & wealth management firms 

Legal advice built around the demands of financial advice and wealth management

Enquire now1800 867 113

Helping financial advisors manage the business behind the advice

Financial advisory and wealth management firms operate in one of the most heavily regulated corners of the professional services landscape. From licensing obligations and ownership structures through to employment arrangements, lease negotiations and succession planning, the legal and commercial demands of running a firm in this space are considerable. We work with financial advisors and firm owners to navigate these demands with clear, practical advice across all of them so you can stay focused on your clients and their wealth.

Scope of services

Corporate

The commercial demands of running a financial advisory firm go well beyond what most practitioners anticipate when they start out. We help owners stay ahead of the legal complexity with advice that is straightforward, practical and matched to where the business is at.

Learn more

Workplace

Financial advisory firms rely on trusted, qualified people to deliver for clients. We help firm owners manage employment obligations, work through workplace challenges and respond to claims without it affecting the business or its reputation.

Learn more

Property

The right premises can say a lot about a financial advisory firm. We help owners secure the right terms on leases, manage fit-outs and navigate property decisions with clarity and a commercial eye.

Learn more

Succession

For financial advisors, succession and estate planning are deeply personal as well as commercial. We help owners put arrangements in place that protect the business, reflect their personal wishes and ensure what they have built transitions in the way they intended.

Learn more

Immigration

Attracting qualified financial advisors from overseas is an increasingly common path for growing firms. We help owners and international recruits navigate visa and immigration requirements smoothly and without unnecessary disruption to the business.

Learn more
Meet the senior leaders providing support to clients every day. 

Justin Fung

Position: Partner - Head of Commercial & Corporate | General Manager
Email: justin.fung@avantlaw.com.au
Contact Number: 0409 938 374

Meet Justin

Stephen Schoninger

Position: Partner - Head of Workplace
Email: stephen.schoninger@avantlaw.com.au
Contact Number: 0407 947 998

Meet Stephen

Ben Ryan

Position: Partner
Email: ben.ryan@avantlaw.com.au
Contact Number: 0407 678 126

Meet Ben

Kit Yap

Position: Partner
Email: kit.yap@avantlaw.com.au
Contact Number: 0403 252 697

Meet Kit

Evelyn Burke-Shyne

Position: Special Counsel
Email: evelyn.burke-shyne@avantlaw.com.au
Contact Number: 0481 095 525

Meet Evelyn

Rozanne 'Roxy' Topham

Position: Special Counsel
Email: roxy.topham@avantlaw.com.au
Contact Number: 0403 157 847

Meet Roxy

Anthony Ha

Position: Special Counsel
Email: anthony.ha@avantlaw.com.au
Contact Number: 0458 430 963

Meet Anthony

Aston Chee

Position: Special Counsel
Email: aston.chee@avantlaw.com.au
Contact Number: 0422 050 516

Meet Aston

Marko Novakov

Position: Special Counsel
Email: marko.novakov@avantlaw.com.au
Contact Number: 0475 374 890

Meet Marko

Joshua Leslie

Position: Special Counsel
Email: joshua.leslie@avantlaw.com.au
Contact Number: 0455 340 661

Meet Josh

Savanna Russo

Position: Senior Associate
Email: savanna.russo@avantlaw.com.au
Contact Number: 0487 749 122

Meet Savanna

Abdul Torabi

Position: Senior Associate
Email: abdul.torabi@avantlaw.com.au
Contact Number: 0403 174 795

Meet Abdul

Anita Filleti

Position: Senior Associate
Email: anita.filleti@avantlaw.com.au
Contact Number: 0481 456 674

Meet Anita

Romy Sirtes

Position: Senior Associate
Email: romy.sirtes@avantlaw.com.au
Contact Number: 0459 596 686

Meet Romy

Erica Reed

Position: Senior Associate
Email: erica.reed@avantlaw.com.au
Contact Number: 0439 807 883

Meet Erica

Victor Zhang

Position: Senior Associate
Email: victor.zhang@avantlaw.com.au
Contact Number: 0428 767 071

Meet Victor

Rachael Lagana

Position: Team Manager
Email: rachael.lagana@avantlaw.com.au
Contact Number: 0433 487 065

Meet Rachael

Require personalised legal support?

Enquire now

The latest legal news and articles

Information and educational content to help you

Commercial & Corporate
Employment & Workplace
Estate Planning & Probate
Property

Get to know our team

Contact us

Avant Law Pty Limited is an incorporated legal practice and not a partnership. Liability limited by a scheme approved under Professional Standards Legislation. Legal practitioners employed by Avant Law are members of the scheme.