Guy Smith Email & Phone Number

Sydney

BMG Financial Services is a boutique mortgage and finance brokerage that can assist you with all of your financing needs, no matter what your requirements are. BMG's full range of financial services covers residential home loans for owner/occupiers and investors, commercial property loans, business and commercial loans for companies and business owners, and asset finance and leasing solutions.Guy is a founding Principal of BMG and was responsible for all aspects of the establishment of the business, from legal and tax structuring to marketing and developing the client value proposition. He has ongoing responsibility for the overall management, strategy and growth of the business, and in particular utilising his background in banking, wealth management, law, and accounting to develop and manage relationships with referral partners to continually build BMG's origination and distribution network and its service offering.

Sydney

Engaged to lead and project manage a strategic business initiative involving the design of an equity / mezzanine finance model for BT Financial Group to assist individually owned financial planning practices in the BTFG network of Securitor, BT Select, Magnitude and Licensee Select with their growth strategies.

Sydney

Identifying, structuring, reviewing / performing DD and delivering structured and alternative investment product opportunities for distribution throughout the Westpac & BTFG financial planning / advice network to retail and HNW clients. Experience included end-to-end functional responsibility for structured products from initial concept, liaising with the distribution network to determine investor appetite and investment preferences, product development and structuring, due diligence and comparative analysis, presenting to the Investment Committee for addition to the Approved Product List, through to road shows to launch the product and brief the network of Westpac & St George Financial Planning and the Securitor & Magnitude dealer groups.

Sydney

Providing tax and legal advice, drafting legal opinions and transaction documents, in relation to a range of transactions, including Financing transactions (Euro MTN and Reg S/144A debt programs; widely offered Syndicated Loan Facilities; Securitisation transactions; Leasing transactions and Covered bonds), Managed funds and Retail structured products, Foreign investment into Australia, Outbound investment by Australian investors, and negotiations with the ATO.

Sydney / New York / London / Canada / Asia / South Africa

Member of a global team that executed a range of transactions from traditional cross border structured finance and equity finance transactions to structured investments for high net worth investors and life companies. Responsibilities included managing high value structured transactions; product development and structuring; marketing to clients; negotiating with counterparties; engaging and influencing internal stakeholders; managing external advisers in multiple jurisdictions; and execution and ongoing management of deals.

Sydney / New York / London / Hong Kong

Hired as a senior structurer from the profession to develop and market product; project manage and lead deal teams; mentor and supervise team members; build relationships with and influence internal stakeholders; brief and obtain board approval; engage and co-ordinate external advisers; execute deals and delegate ongoing transaction management.

Sydney / New York

Tax adviser in the Banking & Finance Group

Llm, Taxation

Graduate Diploma, Legal Practice

Bcomm / Llb, Commerce, Law

Education record