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Terms and Conditions

Important Information.

This website is provided by One Investment Group Pty Ltd and its subsidiaries and associates (together “One Investment Group” or “OIG”), and has been designed for information purposes only. Your access to and usage of this website is subject to the “Terms of Use” disclosed below and by accessing and using this website you agree to be subject to the Terms of Use. If you do not agree to be bound by OIG’s Terms of Use please do not use this website

Terms of Use.

General Advice Only - seek independent advice

The information provided in this website is general in nature only and does not constitute investment advice or personal financial product advice. It does not take into account your investment objectives, particular needs or financial situation and does not constitute legal or tax advice. You should seek independent financial, legal and tax advice before making any decisions in connection with OIG’s financial services and products.

No Offer of Financial Products

The content of this website does not constitute an offer by any member of the One Investment Group to buy or sell any financial products or service. Accordingly, reliance should not be placed solely on the content of this website as the basis for making an investment, financial or other decision.

None of the services or financial products referred to on the website are available to persons resident in any state or territory where it would be contradictory to local law or regulation to offer those financial products or services.

In particular, the Product Disclosure Statements (“PDSs”) and Information Memorandums (“IMs”) available on this website are intended for the use of Australian residents only unless the PDS or IM indicates it is also intended for use in other jurisdictions.

You should carefully consider the PDS and IM for any Fund you are interested in before making any decision about whether to acquire, or continue to hold, an interest in the Fund. Applications for units in an OIG Fund can only be made pursuant to the application form relevant to that particular OIG Fund.

No Guarantees

One Investment Group does not guarantee the performance of any of the financial products contained on the website, the repayment of capital invested or any particular rate of capital or income return stated in the relevant PDS or IM.

Past performance is not a reliable indicator of future performance. Performance comparisons are provided purely for information purposes only and should not be relied upon. The information included in this website may include information that is predictive in character which may be affected by inaccurate assumptions or by known or unknown risks and uncertainties and may differ materially from results ultimately achieved.

Although One Investment Group has taken all reasonable care that the information contained on the website is accurate at the time of publication, no representation or warranty, expressed or implied, is made as to its accuracy, reliability or completeness by any member of the One Investment Group.

Opinions and any other contents on the website are subject to change without notice.

Disclaimer

Whilst all care has been taken in preparation of the information on this website, One Investment Group does not warrant that it is accurate, reliable, complete, or free from error or omission. One Investment Group does not accept any liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using information on the website. One Investment Group is not liable to any website user for any direct, indirect, special, consequential or other damages that are related to the use of, or the inability to use, the content of this website.

External Links

This website may link to other websites. One Investment Group has no control over the information on these websites or the products or services on them, and therefore makes no representations regarding the accuracy or suitability of the information, services, or products described on them.

Copyright

This website is copyrighted and protected by copyright laws. You agree to comply with all copyright laws in your use of material found on this website and to prevent any unauthorised copying of those materials.

Copyright in all website materials belongs to members of the One Investment Group unless otherwise stated and does not pass to you when you download it. You may not alter the materials in any way or reproduce or otherwise use them for any public or commercial purpose unless you have prior written approval from us. You must not transfer the materials to any other person. You may print out any content on this website for your personal use.

Privacy Policy

One Investment Group will collect, store and disclose your personal information in accordance with its Privacy Policy found here.

Changes

One Investment Group may change these Terms of Use in whole or in part, at any time. Changes in these Terms of Use will be effective when placed on the website. Your continued use of the website after any changes to the Terms of Use are posted will be considered acceptance of those changes.

Jurisdiction

These Terms of Use are governed by the laws of New South Wales and Australia.

Amounts are in Australian dollars unless specified otherwise.

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One Investment Group is an independent funds management business specialising in providing Responsible Entity, Trustee, Custody and Administration services.

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We acknowledge the Traditional Custodians of the land on which our office stands. The Gadigal people of the Eora Nation, and pay our respects to Elders past, present and emerging.

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John O’Leary

Director, Corporate Trust

John has over 19 years’ experience in the financial services industry working for a number of both domestic and global organisations. 

Prior to joining OIG, John worked for UBS, State Street, RBC, NAB Asset Servicing and MLC and has extensive experience in investment operations, custody and administration. 

John has a Bachelor of Arts Degree in Accounting and Finance from Athlone Institute of Technology and a post graduate Higher Diploma from Maynooth University. 

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Emma Brown

Director, Finance & Taxation

Emma has over 17 years’ experience in accounting and taxation working largely in chartered accounting firms servicing clients from various industries including professional services and real estate. Throughout this time Emma has partnered with various business leaders in delivering quality professional advice and commercial insight. 

Emma has a Bachelor of Commerce from University of Newcastle, is a member of Chartered Accountants ANZ and is a registered tax agent. 

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Garry El Hassan

Head of Registry Services

Garry comes to OIG with close to 20 years experience in the Financial Services Industry. Garry’s wide ranging financial services experience encapsulates operational functions within Registry, listed and unlisted asset management, Regulatory Reporting, Systems and Platform Management, AML/CTF Management, Remediation and Complaints  Management, and Deceased Estates Management.  

As systems owner across multiple organisations, Garry has been instrumental in the implementation and development of Registry and Advice systems from inception to maturity. With a history of developing high performing teams and elevating organisational capacity and efficiency, Garry has built a brand in the industry around seeing opportunities for development and transforming them into functional deliverables that have significant uplift for organisations and the clients. 

Notable positions Garry has held include various management roles at Macquarie Wrap Adviser Services, CommSec CBA, State Super Financial Services, First State Super and Aware Super. Garry has a Bachelor’s of Economics/ Managerial Economics from Western Sydney University. 

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Monique Sheehan

Director, Client Services

Monique is a highly experienced financial services executive with an extensive background spanning over 25 years. She has held key leadership positions in both domestic and global organisations with experience including investment operations, capital markets, platform operations, custody, fund accounting, and middle office. 

Monique brings her wealth of expertise and professionalism to One Investment Group gained from her diverse roles across Macquarie Bank Ltd, State Street Australia Ltd, Australian Unity, Link Group and OneVue. 

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Lisa Wilson

Head of Fund Services

With over 25 years of experience in the Custody and Fund Services industry, Lisa has managed all client operational functions including Fund Accounting, Financial Reporting, Tax, Private Equity, Middle Office, Platform and Unit Registry.  

While initially beginning her career in Fund Accounting, Financial Reporting and Tax, she soon began to build a brand as someone who could take teams through a change journey and has done so on various business transformations including IFRS and TOFA implementations, off-shoring of processes, platform migrations, on-boarding large clients, establishment of new functions and a business closure. Lisa has since been specialising in evolving operating models and leading people through change to build high performing teams. 

With her career spanning across Australia, UK, USA and Luxembourg, Lisa brings a wealth of experience in global and local organisations. Lisa is a CPA and has a Bachelor of Commerce from the University of Western Sydney. 

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Tom Hure

Chief Financial Officer

Tom has over 25 years’ experience as a financial executive having led teams at listed, unlisted, joint venture, divisional, national, and government levels. Tom’s industry experience includes financial services, transport, real estate, leasing, funds management, and structured finance.

Prior to joining OIG in January 2022, Tom was Chief Financial Officer of Indigenous Business Australia, an Australian Government entity with an asset base of nearly $2 billion across housing loan, business loan and investment portfolios. Tom has also held senior finance roles at the likes of Transdev Australasia, CIMIC Group, Mirvac, ING Real Estate and Allco Finance Group.

Tom holds a Bachelor of Commerce (Accounting) from the University of Western Sydney, a Master of Commerce (Professional Accounting) from Macquarie University and is a member of Chartered Accountants Australia and New Zealand.

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Steve Beland

Head of Sales

Steve has 16 years’ experience in accounting and taxation gained in funds management, corporate and professional services. Prior to joining Unity Fund Services in October 2010, he has held Tax manager roles at both Brookfield Multiplex Ltd and Everest Financial Group Ltd.

Prior to this, Steve worked for Ernst & Young providing general tax advice to corporate clients as well as being involved in a numerous tax due diligence assignments for private equity transactions. He also worked for Horwath as a Supervisor specialising in the provision of taxation and business services to high-net-worth individuals and SME businesses including a secondment to the Chicago (USA) office.

Steve is a Chartered Accountant, Registered Tax Agent and Chartered Tax Adviser of the Tax Institute of Australia. Steve holds a Bachelor of Commerce (Accounting) and Master of Taxation from the University of Sydney.

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Michael Sutherland

Head of Corporate Trustee Services

Michael has over 25 years’ experience in the financial services industry including 12 years’ experience in providing trustee, custody and administration services to the debt capital markets and funds management industry.  

In this time Michael spent 7 years at Perpetual Limited where he was a senior lawyer in Perpetual’s legal teams. Michael has also spent a number of years in other business and legal roles including working in large, medium and boutique fund managers, retail banks, investment banks, structured credit providers and hedge funds, such as ANZ, ABN AMRO, AMP, Everest and Absolute Capital.  

Michael also has experience acting as an executive director of Responsible Entities, ASX listed companies (executive director and company secretary) and acting as a member of investment, product, risk, audit and compliance committees. 

Michael holds a Bachelor of Laws from University of Technology Sydney and a Bachelor of Arts from Macquarie University. He is a member of the Australian Securitisation Forum, the Property Funds Association, the Banking and Financial Services Law Association and holds a current practicing certificate from the NSW Law Society. 

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Sarah Wiesener

Head of Legal, Risk and Compliance

Sarah is a lawyer with over 20 years’ experience in the financial services arena across a range of roles, structures and asset classes.

She is a Chartered Company Secretary and has acted as Company Secretary to a number of listed property funds.

Sarah has been head of compliance for a number of listed property funds. She has been a member of investment committees and provided support to audit, risk, and compliance committees as well as remuneration and nomination committees.

Sarah has experience in structuring complex capital markets transactions in domestic and overseas jurisdictions (primarily debt, securitisation and collaterised debt structures) and has worked closely with management on a number of fund management products for wholesale and retail investors.

Sarah holds a Bachelor of Laws from Bristol University (Honours) and holds a current NSW practising certificate.

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Frank Tearle

Founder & Chief Executive Officer

Frank co-founded One Investment Group in 2009, and since December 2018 has acted as its chief executive officer. 

Before founding One Investment Group, Frank spent 6 years working at a structured finance and funds management business.  He held a variety roles including  General Counsel, a fund manager of two funds and interim head of the Hong Kong office. 

Prior to this corporate experience, Frank was a practicing lawyer with more than 10 years’ experience working in major law firms in Australia and the United Kingdom, specialising in mergers and acquisitions, capital markets, funds management and corporate governance. 

Frank has been a non-executive director of several companies, including the corporate manager of a Singapore listed property trust and an APRA regulated insurance company. 

Frank has a Masters in International Business Law from the University of Technology, Sydney and a Bachelor of Law (with Honours) from the University of Leicester.