Not every compliance challenge fits neatly into a standard service. We can also undertake specific projects on a negotiated fee basis, drawing on our broad experience across the financial services industry.

Examples of consultancy projects we have undertaken include:

  • Operational assessment and compliance due diligence for advisory practice acquisitions
  • Assessment of potential client bases for purchase
  • Review of existing documentation and procedures
  • Development and implementation of new processes and procedures in response to regulatory change or new regulatory requirements
  • AFSL restructuring and governance reviews
  • Preparation for ASIC surveillance or regulatory inquiry

If you have a specific compliance project in mind that doesn’t fit our standard service menu, talk to us. We’re happy to scope something tailored to your situation.


Have a project in mind? Tell us what you’re working on and we’ll put together a proposal.