Advisor
Mick joined Bellrock in 2023 following seven years in the legal, accounting and finance sectors. He is a specialist in executive and professional risks, with particular expertise in assisting financial services licensees and their directors in the application of bespoke risk programmes.
Practice Leader, Executive & Professional Risk
Landis leads Bellrock’s Executive & Professional Risk team bringing over 8 years of experience as a litigation lawyer. He advises financial services professionals, design & construct building contractors, IT services providers, solicitors and accountants with advice and risk management for organisations encompassing enterprise and operational exposures.
We have advised and provided advocacy services to financial services businesses of the following profiles.
| Profile | Professional Fees | Staff | Domicile | Major works or contracts of client |
|---|---|---|---|---|
| Fund manager of wholesale real estate investment trusts. Property and development management. | $35.5m | 142 | Australia | $2.3b of assets under management. |
| Fund manager of wholesale real estate investment trusts. Property development. Hotel Development. | $29.9m | 28 | Australia | $1.3b of assets under management and completed developments. |
| Corporate finance, financial advisory, deal advisory, transaction advisory. | $4.59m | 8 | Australia | M&A advisory on property acquisition and construction/development (deal value $300-$400m). |
| General financial product adviser, promoter of superannuation and customer service support. | $3.3m | 20 | Australia | Provider of Superannuation advisory services for young professionals and students. |
| Trustee of a Fund which is a compensation scheme available to investor clients of stockbroker participants of licensed financial markets. | $5.2m | 8 | Australia | Administration of Guarantee Fund for ASX market participants, including the compensation scheme available to the operations of licensed financial markets who are members of the Fund. |
| Wholesale and retail asset fund and investment manager managing $412.3m of FUM. | $5.6m | 10 | Australia | Licensee to 4 Corporate Authorised Representatives (CARs). $45.4m of real estate loans funded. Largest security holder of an ASX listed company. |
| Licensee, compliance, governance, trustee, custodial, administration & registry services. | $1.73m | 3 | Australia | Licensee to over 20 CARs. Underlying investment classes include commercial property, social housing assets, development loan, agriculture fund and build to rent. |
Our people understand the risk trends impacting financial services professionals and have developed a host of internal and external risk management tools to mitigate against them.
Our methodologyWith access to a broad range of insurance markets, our Team can confidently advise on benchmarking across the risk spectrum. Clients can be assured that insurers recommended by Bellrock are qualified by financial strength rating, demonstrated claims performance and commitment to the profession and policy class.
Acknowledged as industry thought leaders, Bellrock’s Team of Advisors are well known and respected across the industry. Our passion for delivering superior risk advisory and advocacy to our clients is a cornerstone of our offering.
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