Treasury Services Group Pty Ltd, established in 2007, is an Australian financial services provider holding both an Australian Financial Service Licence (AFSL) and an Australian Credit Licence (ACL). Led by Phil, a seasoned professional with 25 years of experience in the financial sector, the company specializes in offering custom-built product establishment, licensing, trustee, and administration services to independent investment managers. With a strong emphasis on transparency and integrity, Treasury Services Group refrains from providing personalized investment or lending advice to minimize conflicts of interest.
Phil, the Responsible Manager of the company’s AFSL and ACL, founded Treasury Services Group after a successful career that included roles at National Australia Bank and Western Australian Treasury Corporation. Over the years, the company has evolved to provide a comprehensive infrastructure for product creation, placement agent services, regulatory compliance, and operational support. Since 2013, Treasury Services Group has facilitated the launch of unique investment products for independent managers in Western Australia, showcasing its commitment to innovation and financial expertise.
Looking towards the future, Treasury Services Group is ambitiously working towards establishing a distinctive Australian bank, a project initiated by Phil in 2016. With a focus on building a robust financial ecosystem and leveraging Phil’s diverse background in treasury management, investment banking, and financial analysis, the company continues to be a trusted partner for investment managers seeking tailored solutions and reliable support in navigating the complexities of the financial industry.