Lisa Maybury

Special Counsel Sydney

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Overview

Lisa is a highly skilled and experienced legal practitioner and corporate governance professional with more than 13 years advising large Australian financial institutions on complex financial services regulatory and transactional matters.

Lisa's experience as an in-house legal counsel includes advising National Australia Bank's Wealth Advice AFS Licensees, Superannuation Trustees, IDPS Operators and Responsible Entities of Managed Investment Schemes over a period of more than 8 years, during which time she was the lead lawyer on various complex regulatory change projects, and was involved in key product, marketing and other commercial initiatives.

Lisa's in-house legal experience also includes advising AMP's wealth management business in respect of technical financial services regulatory matters and transactions, and advising MLC Insurance on insurance product regulation and distribution. Lisa's experience, knowledge and expertise across the entire wealth chain makes her an invaluable member of the Banking and Financial Services team at Clayton Utz.

Notable Work

Life Insurance Product and Distribution arrangements: Led the drafting and negotiation of contractual arrangements which established a new partnership arrangement between two large Australian life insurance companies to launch and distribute a new life insurance product.
AMP / Buy back and other arrangements: As in-house counsel, advised AMP on all aspects of financial services regulation and acted on numerous transactions including Buyer of Last Resort, on-sell and transfer of financial planning books.
NAB / RG 97 implementation: Acted as the lead in-house legal adviser for NAB on the implementation of ASIC RG 97 regulatory reform which impacted the entire NAB Wealth Business.
Superannuation / PDS Project: Advised a large superannuation trustee on the streamlining of 96 open superannuation PDSs to 2. This enabled the business to create efficiency by building scale processes and using common resources, as well as decreasing the risks associated with complexity.
Trusts / Time critical advice delivering key commercial objectives: Advised a large banking institution on a highly critical time basis in relation to the termination of a number of trusts. Following the provision of Lisa's advice and the implementation of her recommendations, more than $50 million in capital was returned to the institution.

Lisa Maybury

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