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MARQ provides a sophisticated suite of services that enables individuals and organisations to establish and operate managed investment funds in compliance with Australia’s financial services licensing laws and investment regulations.

Australia has a unique and complex financial services regulatory framework – particularly in relation to managed investments. This includes stringent licensing requirements and significant enforcement powers by the regulatory authorities.

This framework strengthens Australia’s position as a destination of choice for investment capital and its reputation as a safe, well-regulated and transparent market. This has helped create a significant appetite, both from local and international investors, to acquire Australian assets and invest in the growth opportunities that Australia’s domestic and export markets present.

Establishing and operating managed investment funds

MARQ was established in 2015 with the specific purpose of providing the proper structure through which individuals and organisations can pool their investment capital to take advantage of these investment opportunities. MARQ holds the necessary Australian Financial Services Licence through which managed investment funds are permitted to be established and operated. This licence is made available to select individuals and organisations and is supported by MARQ’s trustee, incidental custody, registry and fund administration services – all of which are designed to add value to investment funds and enable them to comply with their statutory obligations.

Our services bring further value to a fund’s investment executives by undertaking financial, structuring, regulatory and compliance tasks on their behalf. This frees them to focus their attention on pooling and leveraging investment capital, developing and implementing investment strategies, acquiring, maximising and divesting assets and safeguarding the best interests of investors.

A new company with a substantial history

MARQ brings together an executive team that is highly experienced and successfully tested at the most senior levels of the finance industry. This includes Partner level at a big four accounting firm, directorship of companies operating Managed Investment Schemes, and direct management of substantial assets on behalf of high net worth Australian and international investors. The team’s success in delivering value to clients stems from a deep and detailed knowledge of the accounting, tax and regulatory framework that governs financial services and investment funds management in Australia.

Additional services to meet the unique needs of international investors

MARQ has tailored a number of additional services to address the specific needs of overseas investors who are creating, or investing in, managed investment funds in Australia. These services include close partnerships with accounting and legal firms that have established foreign investor practice areas, professional services providers with substantial expertise in international trade, multilingual briefing and reporting services, and an understanding of cultural sensitivities that smooth the bilateral flow of communication.

Andrew Patrick

Managing Director

Qualifications

Member of the Institute of Chartered Accountants in Australia; Bachelor of Business (RMIT); Post-Graduate Qualification in Property

Background

Andrew is an accomplished management and finance executive and is considered one of Australia’s experts on the statutory regulations that apply to property investment and managed investment schemes in Australia. Andrew was a Partner, Tax Consulting, at Deloitte, Chairman of the firm’s National Tax Group and Chairman of the firm’s Asia Pacific Tax Group. He has served as Managing Director of fund managers, concluded private capital raisings for investment into property funds, entertainment ventures, technology ventures and manufacturing enterprises, and is a consultant Responsible Manager and Key Person for a number of AFS Licensees with managed investment schemes that hold significant property and equities investment portfolios.

Andrew has been engaged to lead international joint venture arrangements, international restructuring of private and public company structures, acquisition strategies, research and development syndications and ventures throughout Australia, the USA, Singapore and China.

Andy Lambert

Chief Financial Officer

Qualifications

Member of the Institute of Chartered Accountants in England and Wales, Fellow Financial Services Institute of Australia, B.Sc. Mathematical Sciences, Bradford University

Background

Andy has over thirty years’ experience in managing and leading the financial affairs of business enterprises.

From October 2010 to March 2015 Andy was the Chief Financial Officer of the Austpac Group of Companies with interests in Funds Management (Retail and Wholesale AFSL), property development and investment, hotel management and investment, self-storage and car parking operations. Andy was the Company Secretary for each entity in the group and was a Responsible Manager under the Australian Financial Services Licence.

Andy has been engaged on a number of projects in Asia, Europe and Australia in industries as diverse as oilfield services, media and financial services.

Xiang Qing (Anita) Hu

Investor Services

Qualifications

Member of CPA Australia, Bachelor of Commerce (University of Melbourne)

Background

Anita is a fully qualified accountant with more than ten years of experience in both public practice and industry. Anita has worked as the financial controller of various groups where she utilised and built upon extensive knowledge in funds management, property development and investment, corporate advisory and mergers and acquisitions. Anita has also managed a large portfolio of high net wealth clients from Australia and overseas. She is fluent in English and Mandarin, and has successfully guided many Chinese-speaking clients with their Australian business ventures.

Murray Jones

Head of Compliance

Qualifications

Diploma of Financial Planning, Deakin University (DFP1-4), Graduate Diploma in Applied Finance & Investments, Bachelor of Science (Honours), ANU

Background

Murray has worked within the financial services industry for over 25 years. He has provided advice on corporate governance and strategic planning issues to institutions, acted as an independent expert under ASIC enforceable undertakings, chaired audit risk and compliance committees, and has been appointed as a responsible manager for a number of AFS Licence holders spanning listed and unlisted fund managers and financial advisory businesses. Murray has acted for over 150 financial institutions in establishing and supporting financial services businesses. He has served as Group Business Risk & Compliance Manager for AXA-Asia Pacific Holdings Ltd, and worked for the Australian Securities Commission where he developed and was responsible for a number of national regulatory programs.